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
1926
$10K ﹤0.01%
63
-153
1927
$10K ﹤0.01%
423
1928
$10K ﹤0.01%
515
-485
1929
$10K ﹤0.01%
151
1930
$10K ﹤0.01%
+240
1931
$10K ﹤0.01%
+200
1932
$10K ﹤0.01%
1,000
1933
$10K ﹤0.01%
716
+4
1934
$10K ﹤0.01%
172
1935
$10K ﹤0.01%
716
1936
$10K ﹤0.01%
220
1937
$9K ﹤0.01%
+153
1938
$9K ﹤0.01%
154
-154
1939
$9K ﹤0.01%
+558
1940
$9K ﹤0.01%
200
1941
$9K ﹤0.01%
+840
1942
$9K ﹤0.01%
180
+22
1943
$9K ﹤0.01%
190
-16,742
1944
$9K ﹤0.01%
546
-17,676
1945
$9K ﹤0.01%
200
-316
1946
$9K ﹤0.01%
109
1947
$9K ﹤0.01%
316
+6
1948
$9K ﹤0.01%
108
-20
1949
$9K ﹤0.01%
1,087
-39
1950
$9K ﹤0.01%
664
+9
76 77
78
79 80