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
1676
$15.5K ﹤0.01%
424
1677
$15.4K ﹤0.01%
185
1678
$15.3K ﹤0.01%
500
1679
$15.3K ﹤0.01%
6,782
+2,000
1680
$15.3K ﹤0.01%
1,072
+19
1681
$15.3K ﹤0.01%
193
+7
1682
$15.2K ﹤0.01%
60
1683
$15.2K ﹤0.01%
2,077
1684
$15.2K ﹤0.01%
200
1685
$15.2K ﹤0.01%
545
1686
$15.2K ﹤0.01%
261
-260
1687
$15.2K ﹤0.01%
287
+1
1688
$15.1K ﹤0.01%
300
-24
1689
$15.1K ﹤0.01%
579
-491
1690
$15.1K ﹤0.01%
950
1691
$15.1K ﹤0.01%
963
1692
$15K ﹤0.01%
399
1693
$15K ﹤0.01%
13
1694
$14.9K ﹤0.01%
1,868
1695
$14.8K ﹤0.01%
114
-128
1696
$14.8K ﹤0.01%
265
1697
$14.7K ﹤0.01%
240
-142
1698
$14.7K ﹤0.01%
+5,000
1699
$14.7K ﹤0.01%
1,048
+16
1700
$14.6K ﹤0.01%
408
66 67
68
69 70