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
1501
$30K ﹤0.01%
928
-712
1502
$30K ﹤0.01%
1,242
+130
1503
$30K ﹤0.01%
215
-20
1504
$30K ﹤0.01%
4,256
+1
1505
$30K ﹤0.01%
2,514
-2,514
1506
$30K ﹤0.01%
402
-1,221
1507
$30K ﹤0.01%
+121
1508
$30K ﹤0.01%
1,107
-17,750
1509
$30K ﹤0.01%
825
-500
1510
$30K ﹤0.01%
385
+131
1511
$30K ﹤0.01%
6,511
1512
$30K ﹤0.01%
+490
1513
$29K ﹤0.01%
1,922
1514
$29K ﹤0.01%
1,968
-1,968
1515
$29K ﹤0.01%
1,365
1516
$29K ﹤0.01%
300
1517
$29K ﹤0.01%
385
-269
1518
$29K ﹤0.01%
701
-810
1519
$29K ﹤0.01%
493
+17
1520
$29K ﹤0.01%
3,197
-119
1521
$29K ﹤0.01%
7,400
-6,195
1522
$28K ﹤0.01%
1,068
-900
1523
$28K ﹤0.01%
13,721
-8,169
1524
$28K ﹤0.01%
2,000
1525
$28K ﹤0.01%
613
+3
59 60
61
62 63