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
1901
$10K ﹤0.01%
800
1902
$10K ﹤0.01%
2,077
-60
1903
$10K ﹤0.01%
144
1904
$10K ﹤0.01%
+166
1905
$10K ﹤0.01%
356
-492
1906
$10K ﹤0.01%
84
-147
1907
$10K ﹤0.01%
498
1908
$10K ﹤0.01%
+384
1909
$10K ﹤0.01%
318
-4,680
1910
$10K ﹤0.01%
328
-360
1911
$10K ﹤0.01%
+900
1912
$10K ﹤0.01%
364
-364
1913
$10K ﹤0.01%
308
+9
1914
$10K ﹤0.01%
200
1915
$10K ﹤0.01%
677
-1
1916
$10K ﹤0.01%
279
+228
1917
$10K ﹤0.01%
221
+1
1918
$10K ﹤0.01%
239
-2,018
1919
$10K ﹤0.01%
835
1920
$10K ﹤0.01%
1,000
1921
$10K ﹤0.01%
352
1922
$10K ﹤0.01%
490
-16
1923
$10K ﹤0.01%
286
+23
1924
$10K ﹤0.01%
308
-1,501
1925
$10K ﹤0.01%
270
-322
75 76
77
78 79