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
1876
$11K ﹤0.01%
86
-69
1877
$11K ﹤0.01%
164
1878
$11K ﹤0.01%
+2,808
1879
$11K ﹤0.01%
3,992
-1,363
1880
$11K ﹤0.01%
500
1881
$11K ﹤0.01%
128
-75
1882
$11K ﹤0.01%
+1,293
1883
$11K ﹤0.01%
2,046
+1,835
1884
$11K ﹤0.01%
375
-736
1885
$11K ﹤0.01%
400
1886
$11K ﹤0.01%
434
-1,940
1887
$11K ﹤0.01%
314
-5
1888
$11K ﹤0.01%
239
-169
1889
$11K ﹤0.01%
403
+3
1890
$11K ﹤0.01%
+400
1891
$11K ﹤0.01%
300
1892
$11K ﹤0.01%
400
-150
1893
$11K ﹤0.01%
186
+1
1894
$11K ﹤0.01%
387
-17
1895
$11K ﹤0.01%
199
+1
1896
$11K ﹤0.01%
230
1897
$11K ﹤0.01%
2,256
1898
$11K ﹤0.01%
959
-959
1899
$10K ﹤0.01%
43
-26
1900
$10K ﹤0.01%
213
74 75
76
77 78