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
1726
$13K ﹤0.01%
416
-46
1727
$13K ﹤0.01%
330
-21
1728
$13K ﹤0.01%
2,046
1729
$13K ﹤0.01%
1,135
1730
$12.9K ﹤0.01%
304
+100
1731
$12.8K ﹤0.01%
339
1732
$12.8K ﹤0.01%
310
-190
1733
$12.7K ﹤0.01%
500
1734
$12.7K ﹤0.01%
1,028
1735
$12.6K ﹤0.01%
200
-358
1736
$12.5K ﹤0.01%
46
1737
$12.5K ﹤0.01%
1,178
-1,881
1738
$12.5K ﹤0.01%
140
1739
$12.5K ﹤0.01%
1,000
1740
$12.4K ﹤0.01%
1,757
-26,195
1741
$12.4K ﹤0.01%
737
+232
1742
$12.3K ﹤0.01%
692
-836
1743
$12.3K ﹤0.01%
+670
1744
$12.3K ﹤0.01%
2,052
-600
1745
$12.2K ﹤0.01%
200
1746
$12.2K ﹤0.01%
133
-22
1747
$12.1K ﹤0.01%
36
1748
$12K ﹤0.01%
251
-120
1749
$12K ﹤0.01%
192
-472
1750
$12K ﹤0.01%
498
+171
68 69
70
71 72