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
1576
$25K ﹤0.01%
659
1577
$25K ﹤0.01%
538
-300
1578
$25K ﹤0.01%
2,631
1579
$25K ﹤0.01%
1,000
1580
$24K ﹤0.01%
512
+1
1581
$24K ﹤0.01%
+1,500
1582
$24K ﹤0.01%
154
+1
1583
$24K ﹤0.01%
3,048
-3,048
1584
$24K ﹤0.01%
131
-1,169
1585
$24K ﹤0.01%
86
-30,795
1586
$24K ﹤0.01%
+772
1587
$24K ﹤0.01%
227
1588
$24K ﹤0.01%
314
-106,653
1589
$24K ﹤0.01%
326
-70
1590
$24K ﹤0.01%
720
+3
1591
$24K ﹤0.01%
252
-94
1592
$24K ﹤0.01%
378
-2,216
1593
$24K ﹤0.01%
+975
1594
$24K ﹤0.01%
2,764
-1,794
1595
$24K ﹤0.01%
453
+11
1596
$24K ﹤0.01%
332
-107,146
1597
$24K ﹤0.01%
312
-2,824
1598
$24K ﹤0.01%
557
+7
1599
$24K ﹤0.01%
542
-338
1600
$24K ﹤0.01%
450
-450
62 63
64
65 66