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
1851
$12K ﹤0.01%
446
-2,575
1852
$12K ﹤0.01%
+258
1853
$12K ﹤0.01%
253
1854
$12K ﹤0.01%
200
1855
$12K ﹤0.01%
2,025
-2,025
1856
$12K ﹤0.01%
177
-147
1857
$12K ﹤0.01%
100
1858
$12K ﹤0.01%
343
1859
$12K ﹤0.01%
610
+6
1860
$12K ﹤0.01%
488
-941
1861
$12K ﹤0.01%
841
-1,050
1862
$12K ﹤0.01%
98
-300
1863
$12K ﹤0.01%
116
-364
1864
$12K ﹤0.01%
+500
1865
$12K ﹤0.01%
2,066
+1
1866
$12K ﹤0.01%
267
1867
$12K ﹤0.01%
217
+25
1868
$11K ﹤0.01%
1,246
-1,712
1869
$11K ﹤0.01%
470
-2,634
1870
$11K ﹤0.01%
306
-63
1871
$11K ﹤0.01%
913
-913
1872
$11K ﹤0.01%
175
1873
$11K ﹤0.01%
1,000
+510
1874
$11K ﹤0.01%
115
+5
1875
$11K ﹤0.01%
1,519
+3
73 74
75
76 77