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
1626
$18.1K ﹤0.01%
2,096
1627
$18.1K ﹤0.01%
+329
1628
$18.1K ﹤0.01%
1,020
+20
1629
$18K ﹤0.01%
500
1630
$18K ﹤0.01%
710
+281
1631
$18K ﹤0.01%
254
-31
1632
$17.9K ﹤0.01%
1,250
1633
$17.9K ﹤0.01%
223
+70
1634
$17.8K ﹤0.01%
82
1635
$17.8K ﹤0.01%
1,507
-43
1636
$17.8K ﹤0.01%
+250
1637
$17.6K ﹤0.01%
3,500
1638
$17.6K ﹤0.01%
312
+20
1639
$17.5K ﹤0.01%
513
-801
1640
$17.5K ﹤0.01%
1,350
-5
1641
$17.5K ﹤0.01%
400
1642
$17.5K ﹤0.01%
348
+9
1643
$17.3K ﹤0.01%
1,820
+15
1644
$17.2K ﹤0.01%
525
-1,075
1645
$17.2K ﹤0.01%
205
-491
1646
$17K ﹤0.01%
674
-2,782
1647
$16.9K ﹤0.01%
1,644
1648
$16.9K ﹤0.01%
645
+233
1649
$16.9K ﹤0.01%
1,274
-149
1650
$16.8K ﹤0.01%
2,800
64 65
66
67 68