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
1526
$23.5K ﹤0.01%
414
-227
1527
$23.5K ﹤0.01%
382
+2
1528
$23.4K ﹤0.01%
+1,141
1529
$23.3K ﹤0.01%
730
-450
1530
$23.2K ﹤0.01%
5,800
1531
$23.1K ﹤0.01%
996
+596
1532
$23.1K ﹤0.01%
1,555
+179
1533
$23K ﹤0.01%
6,623
1534
$23K ﹤0.01%
450
1535
$23K ﹤0.01%
560
-259
1536
$23K ﹤0.01%
2,406
1537
$23K ﹤0.01%
750
-138
1538
$23K ﹤0.01%
7,218
1539
$22.9K ﹤0.01%
185
-16
1540
$22.9K ﹤0.01%
3,546
1541
$22.9K ﹤0.01%
1,025
1542
$22.9K ﹤0.01%
784
+207
1543
$22.8K ﹤0.01%
3,376
-1,000
1544
$22.8K ﹤0.01%
500
1545
$22.8K ﹤0.01%
252
1546
$22.8K ﹤0.01%
269
+3
1547
$22.8K ﹤0.01%
1,281
1548
$22.7K ﹤0.01%
431
-7
1549
$22.5K ﹤0.01%
813
-139
1550
$22.4K ﹤0.01%
1,448
60 61
62
63 64