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
1576
$20.9K ﹤0.01%
+295
1577
$20.8K ﹤0.01%
827
+28
1578
$20.8K ﹤0.01%
731
+3
1579
$20.7K ﹤0.01%
186
-50
1580
$20.6K ﹤0.01%
277
-20
1581
$20.5K ﹤0.01%
300
1582
$20.5K ﹤0.01%
292
-198
1583
$20.5K ﹤0.01%
303
-31
1584
$20.3K ﹤0.01%
1,750
-359
1585
$20.3K ﹤0.01%
243
+41
1586
$20.2K ﹤0.01%
4,849
-5,900
1587
$20.1K ﹤0.01%
5,421
+29
1588
$20.1K ﹤0.01%
81
1589
$20K ﹤0.01%
250
1590
$19.9K ﹤0.01%
2,000
-1
1591
$19.9K ﹤0.01%
1,120
+4
1592
$19.9K ﹤0.01%
461
1593
$19.8K ﹤0.01%
143
-51
1594
$19.8K ﹤0.01%
2,860
1595
$19.7K ﹤0.01%
503
-19
1596
$19.7K ﹤0.01%
1,450
-361
1597
$19.7K ﹤0.01%
980
1598
$19.5K ﹤0.01%
+105
1599
$19.5K ﹤0.01%
+502
1600
$19.3K ﹤0.01%
138
+1
62 63
64
65 66