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
1951
$9K ﹤0.01%
360
1952
$9K ﹤0.01%
+1,000
1953
$9K ﹤0.01%
617
1954
$9K ﹤0.01%
250
1955
$9K ﹤0.01%
506
-6
1956
$9K ﹤0.01%
143
-2,540
1957
$9K ﹤0.01%
+600
1958
$9K ﹤0.01%
34
-23
1959
$9K ﹤0.01%
+30
1960
$9K ﹤0.01%
128
1961
$9K ﹤0.01%
500
1962
$9K ﹤0.01%
84
1963
$9K ﹤0.01%
292
-92
1964
$9K ﹤0.01%
659
+14
1965
$9K ﹤0.01%
710
1966
$9K ﹤0.01%
428
-1,829
1967
$9K ﹤0.01%
213
-187
1968
$9K ﹤0.01%
635
-30
1969
$9K ﹤0.01%
+1,745
1970
$9K ﹤0.01%
200
-331
1971
$9K ﹤0.01%
1,272
-8,820
1972
$9K ﹤0.01%
+9,500
1973
$9K ﹤0.01%
50
1974
$8K ﹤0.01%
217
+2
1975
$8K ﹤0.01%
125
77 78
79
80 81