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
$2.43B
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
151
$3.3M 0.14%
46,755
+6,231
152
$3.21M 0.13%
103,252
-22,288
153
$3.2M 0.13%
38,174
-2,380
154
$3.19M 0.13%
44,116
+1,592
155
$3.17M 0.13%
109,798
+8,410
156
$3.12M 0.13%
46,704
-38,267
157
$3.05M 0.13%
91,355
-42,344
158
$3.02M 0.12%
29,813
-8,989
159
$3.02M 0.12%
28,352
-18,892
160
$2.99M 0.12%
21,158
-1,317
161
$2.96M 0.12%
8,078
-27,012
162
$2.96M 0.12%
39,162
+1,649
163
$2.84M 0.12%
11,688
-3,500
164
$2.84M 0.12%
12,653
-1,854
165
$2.8M 0.12%
235,063
+231,238
166
$2.8M 0.12%
36,414
+34,452
167
$2.8M 0.12%
+96,786
168
$2.76M 0.11%
42,008
-34,492
169
$2.65M 0.11%
28,196
-5,831
170
$2.63M 0.11%
55,315
+230
171
$2.59M 0.11%
40,003
+854
172
$2.58M 0.11%
27,898
-6,660
173
$2.57M 0.11%
112,858
-126,647
174
$2.54M 0.1%
26,412
-20,360
175
$2.47M 0.1%
71,508
+16,921
5 6
7
8 9