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
151
$3.6M 0.13%
11,676
-7,512
152
$3.6M 0.13%
114,463
-7,299
153
$3.58M 0.13%
17,513
+11,031
154
$3.51M 0.13%
95,588
-5,111
155
$3.51M 0.13%
107,730
-4,968
156
$3.51M 0.13%
32,153
-2,354
157
$3.49M 0.13%
94,012
+93,976
158
$3.47M 0.13%
46,723
+25,332
159
$3.46M 0.13%
137,907
+1,935
160
$3.42M 0.13%
104,206
+203
161
$3.42M 0.13%
11,868
+11,432
162
$3.42M 0.13%
90,668
+17,069
163
$3.39M 0.13%
7,781
+48
164
$3.37M 0.12%
19,843
-447
165
$3.37M 0.12%
54,561
+13,705
166
$3.34M 0.12%
100,567
+915
167
$3.33M 0.12%
23,109
-802
168
$3.33M 0.12%
28,930
+268
169
$3.3M 0.12%
100,640
+905
170
$3.28M 0.12%
45,836
+1,048
171
$3.28M 0.12%
81,878
+81,820
172
$3.26M 0.12%
25,405
-444
173
$3.22M 0.12%
27,396
+4,855
174
$3.13M 0.12%
60,664
-1,530
175
$3.08M 0.11%
18,633
-1,062
5 6
7
8 9