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
1776
$15K ﹤0.01%
+5,000
1777
$15K ﹤0.01%
452
+71
1778
$15K ﹤0.01%
424
-424
1779
$15K ﹤0.01%
500
1780
$15K ﹤0.01%
550
1781
$15K ﹤0.01%
364
-3,097
1782
$15K ﹤0.01%
217
-23
1783
$15K ﹤0.01%
273
-226
1784
$15K ﹤0.01%
1,135
1785
$15K ﹤0.01%
990
-1,470
1786
$15K ﹤0.01%
400
1787
$14K ﹤0.01%
784
-230
1788
$14K ﹤0.01%
134
-7
1789
$14K ﹤0.01%
305
-477
1790
$14K ﹤0.01%
117
+73
1791
$14K ﹤0.01%
942
1792
$14K ﹤0.01%
37
+9
1793
$14K ﹤0.01%
1,165
1794
$14K ﹤0.01%
264
-960
1795
$14K ﹤0.01%
735
+200
1796
$14K ﹤0.01%
388
-368
1797
$14K ﹤0.01%
494
-198
1798
$14K ﹤0.01%
1,435
1799
$14K ﹤0.01%
140
+1
1800
$14K ﹤0.01%
75
+66
70 71
72
73 74