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
1801
$14K ﹤0.01%
160
+2
1802
$14K ﹤0.01%
254
-254
1803
$14K ﹤0.01%
339
1804
$14K ﹤0.01%
1,685
-1,871
1805
$14K ﹤0.01%
440
1806
$14K ﹤0.01%
1,157
-229
1807
$14K ﹤0.01%
1,070
-1,070
1808
$14K ﹤0.01%
343
-6,673
1809
$14K ﹤0.01%
1,384
1810
$14K ﹤0.01%
4,000
1811
$14K ﹤0.01%
69
+2
1812
$14K ﹤0.01%
+3,774
1813
$14K ﹤0.01%
1,379
-2,547
1814
$14K ﹤0.01%
80
1815
$14K ﹤0.01%
471
1816
$14K ﹤0.01%
173
+2
1817
$14K ﹤0.01%
259
1818
$13K ﹤0.01%
2,000
1819
$13K ﹤0.01%
300
-300
1820
$13K ﹤0.01%
+497
1821
$13K ﹤0.01%
500
-500
1822
$13K ﹤0.01%
427
-3,487
1823
$13K ﹤0.01%
501
-7,465
1824
$13K ﹤0.01%
212
-200
1825
$13K ﹤0.01%
+390
71 72
73
74 75