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
1626
$23K ﹤0.01%
+944
1627
$23K ﹤0.01%
+15
1628
$22K ﹤0.01%
450
-1,178
1629
$22K ﹤0.01%
5,550
+2,510
1630
$22K ﹤0.01%
2,149
-4,210
1631
$22K ﹤0.01%
314
-1,248
1632
$22K ﹤0.01%
190
1633
$22K ﹤0.01%
1,204
-140
1634
$22K ﹤0.01%
646
+4
1635
$22K ﹤0.01%
1,400
1636
$22K ﹤0.01%
278
1637
$22K ﹤0.01%
264
-356
1638
$22K ﹤0.01%
1,207
-4,323
1639
$22K ﹤0.01%
+977
1640
$21K ﹤0.01%
91
+50
1641
$21K ﹤0.01%
975
-12,497
1642
$21K ﹤0.01%
1,343
+579
1643
$21K ﹤0.01%
430
-2,208
1644
$21K ﹤0.01%
317
-318
1645
$21K ﹤0.01%
428
-711
1646
$21K ﹤0.01%
900
1647
$21K ﹤0.01%
+337
1648
$21K ﹤0.01%
250
1649
$21K ﹤0.01%
+992
1650
$21K ﹤0.01%
+800
64 65
66
67 68