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
1876
$8.13K ﹤0.01%
495
1877
$8.12K ﹤0.01%
500
1878
$8.08K ﹤0.01%
100
-472
1879
$8.08K ﹤0.01%
+142
1880
$8.02K ﹤0.01%
41
+2
1881
$8.01K ﹤0.01%
210
+5
1882
$7.99K ﹤0.01%
103
1883
$7.97K ﹤0.01%
+1,465
1884
$7.85K ﹤0.01%
930
1885
$7.76K ﹤0.01%
76
-27
1886
$7.76K ﹤0.01%
260
-92
1887
$7.75K ﹤0.01%
341
+82
1888
$7.73K ﹤0.01%
216
+150
1889
$7.72K ﹤0.01%
460
-8,940
1890
$7.66K ﹤0.01%
200
1891
$7.65K ﹤0.01%
127
-27
1892
$7.58K ﹤0.01%
153
1893
$7.53K ﹤0.01%
45
-17
1894
$7.46K ﹤0.01%
500
1895
$7.43K ﹤0.01%
21
+5
1896
$7.38K ﹤0.01%
550
-500
1897
$7.37K ﹤0.01%
189
1898
$7.34K ﹤0.01%
111
-221
1899
$7.3K ﹤0.01%
56
-7
1900
$7.27K ﹤0.01%
617
74 75
76
77 78