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
1726
$17K ﹤0.01%
408
-85
1727
$17K ﹤0.01%
250
1728
$17K ﹤0.01%
+218
1729
$17K ﹤0.01%
9,002
1730
$17K ﹤0.01%
525
1731
$17K ﹤0.01%
5,830
-770
1732
$17K ﹤0.01%
1,500
-1,500
1733
$17K ﹤0.01%
844
-844
1734
$17K ﹤0.01%
1,298
-571
1735
$17K ﹤0.01%
170
1736
$17K ﹤0.01%
266
1737
$17K ﹤0.01%
82
-2
1738
$17K ﹤0.01%
1,005
-85
1739
$17K ﹤0.01%
4,971
-3,516
1740
$17K ﹤0.01%
600
1741
$17K ﹤0.01%
300
1742
$17K ﹤0.01%
454
-99
1743
$17K ﹤0.01%
2,281
-1,280
1744
$17K ﹤0.01%
4,776
+90
1745
$16K ﹤0.01%
222
+5
1746
$16K ﹤0.01%
600
1747
$16K ﹤0.01%
724
1748
$16K ﹤0.01%
643
+10
1749
$16K ﹤0.01%
3,910
-3,910
1750
$16K ﹤0.01%
36
+3
68 69
70
71 72