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
1926
$6.64K ﹤0.01%
36
1927
$6.63K ﹤0.01%
104
1928
$6.62K ﹤0.01%
125
1929
$6.61K ﹤0.01%
517
1930
$6.61K ﹤0.01%
86
-22
1931
$6.56K ﹤0.01%
141
1932
$6.55K ﹤0.01%
26
-33
1933
$6.51K ﹤0.01%
230
1934
$6.51K ﹤0.01%
450
1935
$6.5K ﹤0.01%
75
-26,289
1936
$6.47K ﹤0.01%
281
-43
1937
$6.44K ﹤0.01%
115
-27
1938
$6.43K ﹤0.01%
1,680
1939
$6.37K ﹤0.01%
404
1940
$6.37K ﹤0.01%
200
1941
$6.37K ﹤0.01%
566
1942
$6.36K ﹤0.01%
107
-43
1943
$6.35K ﹤0.01%
237
-3,016
1944
$6.34K ﹤0.01%
200
-9
1945
$6.3K ﹤0.01%
104
1946
$6.28K ﹤0.01%
165
-123
1947
$6.22K ﹤0.01%
731
-1,461
1948
$6.13K ﹤0.01%
200
1949
$6.11K ﹤0.01%
34
1950
$6.11K ﹤0.01%
209
+9
76 77
78
79 80