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
1601
$19.3K ﹤0.01%
2,325
+44
1602
$19.2K ﹤0.01%
388
+1
1603
$19.2K ﹤0.01%
692
+3
1604
$19.2K ﹤0.01%
800
1605
$19.1K ﹤0.01%
1,195
1606
$19.1K ﹤0.01%
824
1607
$18.9K ﹤0.01%
+40
1608
$18.9K ﹤0.01%
512
1609
$18.8K ﹤0.01%
142
1610
$18.7K ﹤0.01%
218
1611
$18.7K ﹤0.01%
633
1612
$18.7K ﹤0.01%
1,096
1613
$18.7K ﹤0.01%
752
-16,757
1614
$18.7K ﹤0.01%
+750
1615
$18.6K ﹤0.01%
447
1616
$18.6K ﹤0.01%
808
-641
1617
$18.5K ﹤0.01%
318
+84
1618
$18.5K ﹤0.01%
270
1619
$18.5K ﹤0.01%
2,211
+1,012
1620
$18.4K ﹤0.01%
543
-814
1621
$18.4K ﹤0.01%
1,461
1622
$18.4K ﹤0.01%
390
1623
$18.2K ﹤0.01%
1,700
1624
$18.1K ﹤0.01%
1,050
-207
1625
$18.1K ﹤0.01%
1,464
63 64
65
66 67