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
1476
$25.9K ﹤0.01%
1,848
+20
1477
$25.9K ﹤0.01%
226
+220
1478
$25.8K ﹤0.01%
593
1479
$25.8K ﹤0.01%
448
-36
1480
$25.8K ﹤0.01%
449
+1
1481
$25.8K ﹤0.01%
68
+24
1482
$25.7K ﹤0.01%
1,300
1483
$25.7K ﹤0.01%
939
-1,650
1484
$25.7K ﹤0.01%
629
-631
1485
$25.7K ﹤0.01%
546
-86
1486
$25.7K ﹤0.01%
2,514
1487
$25.5K ﹤0.01%
656
1488
$25.3K ﹤0.01%
176
+6
1489
$25.3K ﹤0.01%
1,076
-763
1490
$25.2K ﹤0.01%
607
-46
1491
$25.2K ﹤0.01%
724
-100
1492
$25.1K ﹤0.01%
803
-13,216
1493
$25.1K ﹤0.01%
86
+40
1494
$24.9K ﹤0.01%
309
+8
1495
$24.7K ﹤0.01%
393
-93
1496
$24.6K ﹤0.01%
1,000
1497
$24.6K ﹤0.01%
1,390
+616
1498
$24.6K ﹤0.01%
1,000
1499
$24.6K ﹤0.01%
250
1500
$24.5K ﹤0.01%
855
+119
58 59
60
61 62