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
1951
$6.1K ﹤0.01%
63
1952
$6.09K ﹤0.01%
68
-51
1953
$6.08K ﹤0.01%
983
1954
$6.07K ﹤0.01%
215
1955
$6.05K ﹤0.01%
31
-109
1956
$5.98K ﹤0.01%
236
-66
1957
$5.96K ﹤0.01%
188
-102
1958
$5.92K ﹤0.01%
170
1959
$5.91K ﹤0.01%
33
1960
$5.87K ﹤0.01%
+565
1961
$5.86K ﹤0.01%
675
1962
$5.8K ﹤0.01%
1,000
1963
$5.74K ﹤0.01%
111
1964
$5.71K ﹤0.01%
106
1965
$5.65K ﹤0.01%
250
+50
1966
$5.6K ﹤0.01%
109
1967
$5.6K ﹤0.01%
106
1968
$5.6K ﹤0.01%
1,000
1969
$5.49K ﹤0.01%
100
1970
$5.48K ﹤0.01%
42
+11
1971
$5.48K ﹤0.01%
405
+305
1972
$5.46K ﹤0.01%
+201
1973
$5.45K ﹤0.01%
161
+1
1974
$5.42K ﹤0.01%
466
+4
1975
$5.41K ﹤0.01%
458
-122
77 78
79
80 81