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
1501
$24.5K ﹤0.01%
452
1502
$24.5K ﹤0.01%
16,890
+8,375
1503
$24.5K ﹤0.01%
17,350
1504
$24.5K ﹤0.01%
639
-186
1505
$24.4K ﹤0.01%
370
-44
1506
$24.4K ﹤0.01%
3,050
-4,500
1507
$24.3K ﹤0.01%
+1,820
1508
$24.3K ﹤0.01%
716
-115
1509
$24.2K ﹤0.01%
683
+663
1510
$24.2K ﹤0.01%
1,796
1511
$24.2K ﹤0.01%
+301
1512
$24.2K ﹤0.01%
913
-22
1513
$24.2K ﹤0.01%
612
-6,018
1514
$24.1K ﹤0.01%
107
+7
1515
$24K ﹤0.01%
8,000
1516
$24K ﹤0.01%
640
1517
$23.9K ﹤0.01%
101
+27
1518
$23.8K ﹤0.01%
259
-20
1519
$23.8K ﹤0.01%
210
-36
1520
$23.8K ﹤0.01%
1,365
1521
$23.7K ﹤0.01%
82
-94
1522
$23.6K ﹤0.01%
1,308
-291
1523
$23.6K ﹤0.01%
69
1524
$23.6K ﹤0.01%
200
1525
$23.6K ﹤0.01%
514
+3
59 60
61
62 63