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
1826
$9.7K ﹤0.01%
+364
1827
$9.7K ﹤0.01%
167
+1
1828
$9.63K ﹤0.01%
98
-10
1829
$9.61K ﹤0.01%
100
1830
$9.6K ﹤0.01%
500
1831
$9.6K ﹤0.01%
515
+1
1832
$9.59K ﹤0.01%
113
1833
$9.55K ﹤0.01%
150
-5
1834
$9.51K ﹤0.01%
123
+43
1835
$9.47K ﹤0.01%
417
+45
1836
$9.46K ﹤0.01%
153
1837
$9.45K ﹤0.01%
218
+168
1838
$9.38K ﹤0.01%
500
1839
$9.33K ﹤0.01%
+245
1840
$9.31K ﹤0.01%
90
1841
$9.21K ﹤0.01%
321
-275
1842
$9.12K ﹤0.01%
535
1843
$9.1K ﹤0.01%
80
1844
$9.05K ﹤0.01%
500
1845
$9.05K ﹤0.01%
172
1846
$9.02K ﹤0.01%
717
+15
1847
$9.01K ﹤0.01%
734
-2,104
1848
$8.92K ﹤0.01%
191
+5
1849
$8.81K ﹤0.01%
+1,000
1850
$8.81K ﹤0.01%
185
-65
72 73
74
75 76