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
1826
$13K ﹤0.01%
189
-125
1827
$13K ﹤0.01%
800
1828
$13K ﹤0.01%
250
1829
$13K ﹤0.01%
200
1830
$13K ﹤0.01%
598
-7,251
1831
$13K ﹤0.01%
340
+2
1832
$13K ﹤0.01%
1,342
-7,400
1833
$13K ﹤0.01%
735
-543
1834
$13K ﹤0.01%
148
+4
1835
$13K ﹤0.01%
+265
1836
$13K ﹤0.01%
1,264
1837
$13K ﹤0.01%
400
-300
1838
$13K ﹤0.01%
410
-250
1839
$13K ﹤0.01%
461
+300
1840
$13K ﹤0.01%
+1,186
1841
$13K ﹤0.01%
52
-714
1842
$13K ﹤0.01%
47
+26
1843
$13K ﹤0.01%
381
+19
1844
$13K ﹤0.01%
1,195
1845
$13K ﹤0.01%
73
1846
$12K ﹤0.01%
128
-51
1847
$12K ﹤0.01%
126
1848
$12K ﹤0.01%
+251
1849
$12K ﹤0.01%
238
-61
1850
$12K ﹤0.01%
137
72 73
74
75 76