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
176
$3.08M 0.11%
13,698
-33
177
$3.06M 0.11%
16,353
-683
178
$3.03M 0.11%
81,477
-2,954
179
$3.02M 0.11%
41,307
+377
180
$3.01M 0.11%
2,298
+2,296
181
$2.99M 0.11%
24,924
+1,120
182
$2.99M 0.11%
36,569
+411
183
$2.95M 0.11%
30,158
-270
184
$2.95M 0.11%
68,900
-4,250
185
$2.94M 0.11%
27,489
+4,385
186
$2.93M 0.11%
7,305
+77
187
$2.9M 0.11%
15,231
+15,053
188
$2.87M 0.11%
136,231
+118,798
189
$2.82M 0.1%
5,776
-9,074
190
$2.78M 0.1%
19,503
-328
191
$2.75M 0.1%
29,572
-702
192
$2.68M 0.1%
49,256
-546
193
$2.66M 0.1%
23,137
194
$2.66M 0.1%
35,173
-12,964
195
$2.65M 0.1%
10,763
-548
196
$2.61M 0.1%
72,410
+6,613
197
$2.6M 0.1%
78,222
+620
198
$2.58M 0.1%
29,298
+29,118
199
$2.56M 0.09%
11,720
-891
200
$2.54M 0.09%
7,297
+7,122
6 7
8
9 10