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
1526
$28K ﹤0.01%
352
1527
$28K ﹤0.01%
1,374
-880
1528
$28K ﹤0.01%
254
1529
$28K ﹤0.01%
7,611
+82
1530
$28K ﹤0.01%
1,100
1531
$28K ﹤0.01%
+3,649
1532
$28K ﹤0.01%
2,500
-2,641
1533
$28K ﹤0.01%
1,476
+1
1534
$28K ﹤0.01%
811
+15
1535
$28K ﹤0.01%
3,243
-168
1536
$28K ﹤0.01%
341
1537
$28K ﹤0.01%
555
-593
1538
$28K ﹤0.01%
1,008
-1,560
1539
$27K ﹤0.01%
370
-58
1540
$27K ﹤0.01%
808
-445
1541
$27K ﹤0.01%
1,365
-835
1542
$27K ﹤0.01%
1,423
-8
1543
$27K ﹤0.01%
+623
1544
$27K ﹤0.01%
1,258
+1,035
1545
$27K ﹤0.01%
2,538
-1,977
1546
$27K ﹤0.01%
1,216
1547
$27K ﹤0.01%
992
-1,005
1548
$26K ﹤0.01%
1,098
-1,000
1549
$26K ﹤0.01%
424
-302
1550
$26K ﹤0.01%
933
-134
60 61
62
63 64