SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$8.4M
3
+$6.81M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.74M
5
AAPL icon
Apple
AAPL
+$6.09M

Top Sells

1
+$19.5M
2
+$11.2M
3
+$7.07M
4
ELV icon
Elevance Health
ELV
+$6.83M
5
ANET icon
Arista Networks
ANET
+$6.45M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.24%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.22M 0.16%
30,516
+1,603
127
$4.22M 0.16%
7,934
+587
128
$4.17M 0.15%
40,045
-310
129
$4.13M 0.15%
67,660
-5,265
130
$3.98M 0.15%
8,450
-6,020
131
$3.96M 0.15%
12,335
-4
132
$3.95M 0.15%
36,307
+2,177
133
$3.94M 0.15%
135,466
+9,108
134
$3.9M 0.14%
82,717
+2,862
135
$3.89M 0.14%
17,721
+14,661
136
$3.86M 0.14%
156,742
-6,726
137
$3.85M 0.14%
8,398
+395
138
$3.82M 0.14%
63,442
-331
139
$3.81M 0.14%
72,714
-5,631
140
$3.8M 0.14%
28,938
+27,781
141
$3.79M 0.14%
335,770
-90,409
142
$3.76M 0.14%
23,849
+501
143
$3.76M 0.14%
1,394
-261
144
$3.76M 0.14%
16,626
+13,912
145
$3.7M 0.14%
9,126
-80
146
$3.69M 0.14%
118,976
+8,017
147
$3.67M 0.14%
83,310
+1,080
148
$3.65M 0.13%
17,298
-3,360
149
$3.64M 0.13%
47,327
+1,077
150
$3.62M 0.13%
81,785
+58,515
4 5
6
7 8