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
1801
$10.5K ﹤0.01%
2,000
1802
$10.5K ﹤0.01%
125
1803
$10.5K ﹤0.01%
250
1804
$10.4K ﹤0.01%
1,100
1805
$10.3K ﹤0.01%
236
-1,000
1806
$10.3K ﹤0.01%
630
1807
$10.3K ﹤0.01%
141
1808
$10.3K ﹤0.01%
327
-230
1809
$10.3K ﹤0.01%
8
-2
1810
$10.2K ﹤0.01%
142
1811
$10.1K ﹤0.01%
319
-1,186
1812
$10.1K ﹤0.01%
313
1813
$10.1K ﹤0.01%
124
+2
1814
$10.1K ﹤0.01%
185
-925
1815
$10K ﹤0.01%
+70
1816
$9.92K ﹤0.01%
+213
1817
$9.91K ﹤0.01%
715
+72
1818
$9.91K ﹤0.01%
300
-699
1819
$9.89K ﹤0.01%
280
+200
1820
$9.88K ﹤0.01%
59
-491
1821
$9.78K ﹤0.01%
1,354
-130
1822
$9.75K ﹤0.01%
237
1823
$9.74K ﹤0.01%
288
1824
$9.73K ﹤0.01%
500
1825
$9.72K ﹤0.01%
200
71 72
73
74 75