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
$2.71B
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 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$7.24K ﹤0.01%
487
+6
1902
$7.24K ﹤0.01%
200
1903
$7.21K ﹤0.01%
100
1904
$7.16K ﹤0.01%
75
1905
$7.13K ﹤0.01%
60
1906
$7.13K ﹤0.01%
316
-1,980
1907
$7.07K ﹤0.01%
433
1908
$7.07K ﹤0.01%
55
1909
$7.07K ﹤0.01%
1,200
+200
1910
$7.01K ﹤0.01%
126
-728
1911
$6.99K ﹤0.01%
17
1912
$6.99K ﹤0.01%
244
+2
1913
$6.97K ﹤0.01%
158
+13
1914
$6.97K ﹤0.01%
108
+75
1915
$6.92K ﹤0.01%
500
1916
$6.91K ﹤0.01%
391
-27
1917
$6.85K ﹤0.01%
421
1918
$6.79K ﹤0.01%
419
-1
1919
$6.72K ﹤0.01%
704
+11
1920
$6.71K ﹤0.01%
165
1921
$6.7K ﹤0.01%
116
1922
$6.7K ﹤0.01%
100
-1,893
1923
$6.68K ﹤0.01%
65
+11
1924
$6.68K ﹤0.01%
428
-14
1925
$6.64K ﹤0.01%
100
75 76
77
78 79