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
1651
$21K ﹤0.01%
373
-300
1652
$21K ﹤0.01%
1,663
-3,326
1653
$21K ﹤0.01%
+640
1654
$21K ﹤0.01%
+900
1655
$21K ﹤0.01%
1,700
1656
$21K ﹤0.01%
140
-10
1657
$21K ﹤0.01%
592
-1,226
1658
$21K ﹤0.01%
234
1659
$21K ﹤0.01%
483
-454
1660
$21K ﹤0.01%
+438
1661
$21K ﹤0.01%
1,228
+515
1662
$21K ﹤0.01%
3,553
-439
1663
$21K ﹤0.01%
2,000
1664
$21K ﹤0.01%
+965
1665
$20K ﹤0.01%
679
-500
1666
$20K ﹤0.01%
1,900
1667
$20K ﹤0.01%
2,000
1668
$20K ﹤0.01%
600
1669
$20K ﹤0.01%
1,839
1670
$20K ﹤0.01%
1,901
1671
$20K ﹤0.01%
849
+1
1672
$20K ﹤0.01%
448
1673
$20K ﹤0.01%
441
1674
$20K ﹤0.01%
1,464
-1,464
1675
$20K ﹤0.01%
+503
65 66
67
68 69