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
1701
$19K ﹤0.01%
96
-98
1702
$19K ﹤0.01%
205
-888
1703
$19K ﹤0.01%
+634
1704
$19K ﹤0.01%
+275
1705
$19K ﹤0.01%
124
-91
1706
$19K ﹤0.01%
162
+2
1707
$19K ﹤0.01%
726
1708
$18K ﹤0.01%
2,332
-842
1709
$18K ﹤0.01%
500
1710
$18K ﹤0.01%
992
-6,944
1711
$18K ﹤0.01%
241
-713
1712
$18K ﹤0.01%
775
-1,288
1713
$18K ﹤0.01%
100
1714
$18K ﹤0.01%
+1,796
1715
$18K ﹤0.01%
1,025
+260
1716
$18K ﹤0.01%
+600
1717
$18K ﹤0.01%
248
1718
$18K ﹤0.01%
181
-124
1719
$18K ﹤0.01%
257
1720
$18K ﹤0.01%
+507
1721
$18K ﹤0.01%
589
-1,149
1722
$18K ﹤0.01%
270
1723
$18K ﹤0.01%
450
1724
$18K ﹤0.01%
1,228
-157
1725
$17K ﹤0.01%
318
-54
67 68
69
70 71