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
1651
$16.8K ﹤0.01%
+509
1652
$16.8K ﹤0.01%
317
-679
1653
$16.7K ﹤0.01%
4,270
+1,920
1654
$16.7K ﹤0.01%
4,083
1655
$16.6K ﹤0.01%
844
-144
1656
$16.6K ﹤0.01%
300
1657
$16.5K ﹤0.01%
116
-21,270
1658
$16.5K ﹤0.01%
1,806
-296
1659
$16.5K ﹤0.01%
103
-7
1660
$16.4K ﹤0.01%
331
+6
1661
$16.1K ﹤0.01%
+400
1662
$16.1K ﹤0.01%
357
-14
1663
$16K ﹤0.01%
176
1664
$16K ﹤0.01%
320
1665
$15.9K ﹤0.01%
146
+46
1666
$15.9K ﹤0.01%
3,094
+72
1667
$15.9K ﹤0.01%
388
1668
$15.9K ﹤0.01%
346
1669
$15.8K ﹤0.01%
366
-60
1670
$15.8K ﹤0.01%
500
1671
$15.8K ﹤0.01%
448
+50
1672
$15.7K ﹤0.01%
440
1673
$15.6K ﹤0.01%
65
-10
1674
$15.6K ﹤0.01%
469
-1,265
1675
$15.5K ﹤0.01%
724
65 66
67
68 69