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
1601
$23K ﹤0.01%
381
+1
1602
$23K ﹤0.01%
150
-50
1603
$23K ﹤0.01%
2,040
-2,040
1604
$23K ﹤0.01%
+373
1605
$23K ﹤0.01%
+361
1606
$23K ﹤0.01%
+1,796
1607
$23K ﹤0.01%
+10,014
1608
$23K ﹤0.01%
1,961
-201
1609
$23K ﹤0.01%
558
+11
1610
$23K ﹤0.01%
649
1611
$23K ﹤0.01%
453
-1,900
1612
$23K ﹤0.01%
515
+2
1613
$23K ﹤0.01%
2,767
-1,111
1614
$23K ﹤0.01%
145
+3
1615
$23K ﹤0.01%
503
-57
1616
$23K ﹤0.01%
2,100
1617
$23K ﹤0.01%
1,017
-140
1618
$23K ﹤0.01%
374
+2
1619
$23K ﹤0.01%
111
1620
$23K ﹤0.01%
127
1621
$23K ﹤0.01%
2,000
+1,000
1622
$23K ﹤0.01%
1,178
-2,166
1623
$23K ﹤0.01%
+960
1624
$23K ﹤0.01%
206
-206
1625
$23K ﹤0.01%
1,248
-200
63 64
65
66 67