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
1701
$14.6K ﹤0.01%
430
+152
1702
$14.6K ﹤0.01%
10,500
1703
$14.5K ﹤0.01%
330
1704
$14.4K ﹤0.01%
500
1705
$14.2K ﹤0.01%
5,000
+1,000
1706
$14.2K ﹤0.01%
410
1707
$14.1K ﹤0.01%
191
1708
$14.1K ﹤0.01%
163
+60
1709
$14K ﹤0.01%
190
1710
$14K ﹤0.01%
+1,038
1711
$13.9K ﹤0.01%
1,441
1712
$13.9K ﹤0.01%
176
+1
1713
$13.9K ﹤0.01%
283
+24
1714
$13.9K ﹤0.01%
250
1715
$13.8K ﹤0.01%
4,396
-83,689
1716
$13.8K ﹤0.01%
450
1717
$13.6K ﹤0.01%
3,440
-1,060
1718
$13.6K ﹤0.01%
270
+1
1719
$13.6K ﹤0.01%
485
1720
$13.5K ﹤0.01%
312
-2,199
1721
$13.5K ﹤0.01%
1,435
1722
$13.4K ﹤0.01%
455
1723
$13.3K ﹤0.01%
300
1724
$13.3K ﹤0.01%
220
+195
1725
$13.2K ﹤0.01%
1,886
-5,000
67 68
69
70 71