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
1751
$16K ﹤0.01%
176
-176
1752
$16K ﹤0.01%
309
+9
1753
$16K ﹤0.01%
195
-225
1754
$16K ﹤0.01%
+4,400
1755
$16K ﹤0.01%
+1,000
1756
$16K ﹤0.01%
1,893
-4,290
1757
$16K ﹤0.01%
919
-86
1758
$16K ﹤0.01%
182
1759
$16K ﹤0.01%
605
+5
1760
$16K ﹤0.01%
591
+7
1761
$16K ﹤0.01%
3,197
-55
1762
$16K ﹤0.01%
+13
1763
$16K ﹤0.01%
750
1764
$15K ﹤0.01%
211
-1,334
1765
$15K ﹤0.01%
227
1766
$15K ﹤0.01%
300
-186
1767
$15K ﹤0.01%
214
-2,702
1768
$15K ﹤0.01%
4,002
+79
1769
$15K ﹤0.01%
+500
1770
$15K ﹤0.01%
142
-108
1771
$15K ﹤0.01%
947
+2
1772
$15K ﹤0.01%
1,587
+29
1773
$15K ﹤0.01%
+641
1774
$15K ﹤0.01%
1,150
+450
1775
$15K ﹤0.01%
577
69 70
71
72 73