SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$13.7M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$10.2M

Top Sells

1
+$36.5M
2
+$32.7M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$16.5M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.5M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$32K ﹤0.01%
1,260
1477
$32K ﹤0.01%
650
1478
$32K ﹤0.01%
3,232
+1,711
1479
$32K ﹤0.01%
607
-771
1480
$32K ﹤0.01%
336
+131
1481
$32K ﹤0.01%
413
-782
1482
$32K ﹤0.01%
1,615
1483
$32K ﹤0.01%
1,242
+1,128
1484
$32K ﹤0.01%
1,726
1485
$32K ﹤0.01%
+1,300
1486
$32K ﹤0.01%
211
1487
$31K ﹤0.01%
680
+14
1488
$31K ﹤0.01%
+5,705
1489
$31K ﹤0.01%
508
-108
1490
$31K ﹤0.01%
+547
1491
$31K ﹤0.01%
843
-304
1492
$31K ﹤0.01%
2,840
+396
1493
$31K ﹤0.01%
293
-139
1494
$31K ﹤0.01%
201
-185
1495
$30K ﹤0.01%
950
1496
$30K ﹤0.01%
987
-2,561
1497
$30K ﹤0.01%
327
-1,857
1498
$30K ﹤0.01%
1,034
-1,206
1499
$30K ﹤0.01%
+610
1500
$30K ﹤0.01%
1,000
58 59
60
61 62