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
1551
$22.2K ﹤0.01%
4,417
+77
1552
$22.2K ﹤0.01%
+2,750
1553
$22.1K ﹤0.01%
+1,500
1554
$22.1K ﹤0.01%
383
1555
$22.1K ﹤0.01%
649
+33
1556
$22K ﹤0.01%
697
-98
1557
$22K ﹤0.01%
960
1558
$22K ﹤0.01%
732
+3
1559
$21.9K ﹤0.01%
4,822
-53
1560
$21.8K ﹤0.01%
222
-50
1561
$21.8K ﹤0.01%
209
+69
1562
$21.8K ﹤0.01%
241
1563
$21.7K ﹤0.01%
2,040
1564
$21.7K ﹤0.01%
2,007
1565
$21.6K ﹤0.01%
986
-671
1566
$21.6K ﹤0.01%
8,500
-12,000
1567
$21.6K ﹤0.01%
225
-85
1568
$21.5K ﹤0.01%
2,217
1569
$21.5K ﹤0.01%
2,645
1570
$21.4K ﹤0.01%
1,113
+513
1571
$21.2K ﹤0.01%
135
1572
$21.1K ﹤0.01%
791
1573
$21.1K ﹤0.01%
1,791
+43
1574
$20.9K ﹤0.01%
92
+48
1575
$20.9K ﹤0.01%
439
61 62
63
64 65