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
1751
$12K ﹤0.01%
175
1752
$11.9K ﹤0.01%
197
+140
1753
$11.9K ﹤0.01%
400
1754
$11.9K ﹤0.01%
500
1755
$11.8K ﹤0.01%
200
-29
1756
$11.7K ﹤0.01%
279
1757
$11.7K ﹤0.01%
440
-1,599
1758
$11.7K ﹤0.01%
234
-100
1759
$11.7K ﹤0.01%
487
-95
1760
$11.7K ﹤0.01%
1,277
1761
$11.7K ﹤0.01%
1,250
1762
$11.7K ﹤0.01%
755
-83
1763
$11.6K ﹤0.01%
163
1764
$11.5K ﹤0.01%
+667
1765
$11.5K ﹤0.01%
500
1766
$11.5K ﹤0.01%
529
-1,910
1767
$11.5K ﹤0.01%
37
1768
$11.5K ﹤0.01%
109
1769
$11.5K ﹤0.01%
173
1770
$11.5K ﹤0.01%
274
-5,715
1771
$11.3K ﹤0.01%
+101
1772
$11.3K ﹤0.01%
913
1773
$11.3K ﹤0.01%
580
+199
1774
$11.3K ﹤0.01%
532
-22
1775
$11.2K ﹤0.01%
148
-64
69 70
71
72 73