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
1851
$8.78K ﹤0.01%
710
1852
$8.78K ﹤0.01%
352
1853
$8.71K ﹤0.01%
137
-31
1854
$8.69K ﹤0.01%
347
-38
1855
$8.66K ﹤0.01%
104
-37
1856
$8.65K ﹤0.01%
250
1857
$8.63K ﹤0.01%
188
-376
1858
$8.62K ﹤0.01%
210
1859
$8.53K ﹤0.01%
122
1860
$8.52K ﹤0.01%
219
-31
1861
$8.49K ﹤0.01%
554
-20
1862
$8.33K ﹤0.01%
850
+200
1863
$8.32K ﹤0.01%
60
1864
$8.32K ﹤0.01%
672
+76
1865
$8.3K ﹤0.01%
500
1866
$8.27K ﹤0.01%
44
1867
$8.25K ﹤0.01%
500
1868
$8.25K ﹤0.01%
154
-448
1869
$8.21K ﹤0.01%
199
+3
1870
$8.2K ﹤0.01%
150
1871
$8.19K ﹤0.01%
32
-51
1872
$8.18K ﹤0.01%
700
+7
1873
$8.17K ﹤0.01%
183
-100
1874
$8.14K ﹤0.01%
189
1875
$8.13K ﹤0.01%
853
+524
73 74
75
76 77