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
1551
$26K ﹤0.01%
187
+7
1552
$26K ﹤0.01%
1,601
+272
1553
$26K ﹤0.01%
1,020
+164
1554
$26K ﹤0.01%
456
1555
$26K ﹤0.01%
1,766
+5
1556
$26K ﹤0.01%
267
-68
1557
$26K ﹤0.01%
658
-950
1558
$26K ﹤0.01%
1,300
1559
$26K ﹤0.01%
+726
1560
$26K ﹤0.01%
+1,322
1561
$26K ﹤0.01%
548
-1,696
1562
$26K ﹤0.01%
568
-568
1563
$26K ﹤0.01%
327
1564
$26K ﹤0.01%
+486
1565
$26K ﹤0.01%
2,581
-5,162
1566
$26K ﹤0.01%
329
-425
1567
$26K ﹤0.01%
170
1568
$26K ﹤0.01%
732
+67
1569
$26K ﹤0.01%
2,645
1570
$25K ﹤0.01%
280
+180
1571
$25K ﹤0.01%
821
-76
1572
$25K ﹤0.01%
903
-903
1573
$25K ﹤0.01%
2,406
-2,406
1574
$25K ﹤0.01%
712
-30,154
1575
$25K ﹤0.01%
200
61 62
63
64 65