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
1676
$20K ﹤0.01%
665
-440
1677
$20K ﹤0.01%
169
1678
$20K ﹤0.01%
1,428
+30
1679
$20K ﹤0.01%
595
-423
1680
$20K ﹤0.01%
300
1681
$20K ﹤0.01%
1,394
1682
$19K ﹤0.01%
1,841
1683
$19K ﹤0.01%
+750
1684
$19K ﹤0.01%
1,800
-3,495
1685
$19K ﹤0.01%
734
+169
1686
$19K ﹤0.01%
286
-286
1687
$19K ﹤0.01%
489
-2,388
1688
$19K ﹤0.01%
432
-188
1689
$19K ﹤0.01%
12,500
-25,000
1690
$19K ﹤0.01%
4,104
+72
1691
$19K ﹤0.01%
346
-228
1692
$19K ﹤0.01%
104
1693
$19K ﹤0.01%
349
+172
1694
$19K ﹤0.01%
1,087
1695
$19K ﹤0.01%
3,000
1696
$19K ﹤0.01%
+1,000
1697
$19K ﹤0.01%
180
-103
1698
$19K ﹤0.01%
225
-719
1699
$19K ﹤0.01%
2,159
+43
1700
$19K ﹤0.01%
+500
66 67
68
69 70