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
$2.43B
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
176
$2.44M 0.1%
50,787
-11,073
177
$2.42M 0.1%
23,634
-104,515
178
$2.4M 0.1%
31,405
-21,908
179
$2.39M 0.1%
27,988
-5,581
180
$2.38M 0.1%
59,428
-1,995
181
$2.38M 0.1%
31,184
-51,832
182
$2.35M 0.1%
17,206
-3,140
183
$2.31M 0.1%
23,181
+19,655
184
$2.29M 0.09%
22,210
-4,405
185
$2.28M 0.09%
53,414
-16,349
186
$2.28M 0.09%
24,131
+381
187
$2.27M 0.09%
95,292
+15,981
188
$2.27M 0.09%
9,649
+828
189
$2.27M 0.09%
28,459
-13,873
190
$2.25M 0.09%
24,992
-6,295
191
$2.24M 0.09%
40,481
+27,066
192
$2.24M 0.09%
17,538
-2,860
193
$2.24M 0.09%
20,344
-8,990
194
$2.23M 0.09%
18,775
-3,574
195
$2.22M 0.09%
44,332
-52,101
196
$2.22M 0.09%
44,364
-10,256
197
$2.2M 0.09%
12,641
-3,856
198
$2.19M 0.09%
117,444
-63,678
199
$2.18M 0.09%
9,601
-1,030
200
$2.18M 0.09%
18,238
+20
6 7
8
9 10