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
1776
$11.1K ﹤0.01%
260
1777
$11.1K ﹤0.01%
249
+54
1778
$11K ﹤0.01%
2,000
1779
$11K ﹤0.01%
500
1780
$10.9K ﹤0.01%
197
1781
$10.9K ﹤0.01%
500
1782
$10.8K ﹤0.01%
+1,000
1783
$10.8K ﹤0.01%
187
-687
1784
$10.8K ﹤0.01%
125
1785
$10.8K ﹤0.01%
128
1786
$10.8K ﹤0.01%
200
1787
$10.8K ﹤0.01%
77
-375
1788
$10.8K ﹤0.01%
518
+188
1789
$10.8K ﹤0.01%
147
1790
$10.7K ﹤0.01%
126
1791
$10.7K ﹤0.01%
142
1792
$10.6K ﹤0.01%
1,246
1793
$10.6K ﹤0.01%
+337
1794
$10.6K ﹤0.01%
156
1795
$10.5K ﹤0.01%
200
1796
$10.5K ﹤0.01%
+1,000
1797
$10.5K ﹤0.01%
1,025
-500
1798
$10.5K ﹤0.01%
342
+7
1799
$10.5K ﹤0.01%
292
1800
$10.5K ﹤0.01%
81
-15
70 71
72
73 74