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
1976
$8K ﹤0.01%
500
1977
$8K ﹤0.01%
1,812
+200
1978
$8K ﹤0.01%
198
+18
1979
$8K ﹤0.01%
115
1980
$8K ﹤0.01%
1,015
+10
1981
$8K ﹤0.01%
225
-195
1982
$8K ﹤0.01%
200
1983
$8K ﹤0.01%
335
-1,105
1984
$8K ﹤0.01%
500
1985
$8K ﹤0.01%
453
1986
$8K ﹤0.01%
250
1987
$8K ﹤0.01%
113
1988
$8K ﹤0.01%
194
+2
1989
$8K ﹤0.01%
221
-49
1990
$8K ﹤0.01%
+433
1991
$8K ﹤0.01%
200
1992
$8K ﹤0.01%
134
+1
1993
$8K ﹤0.01%
421
1994
$8K ﹤0.01%
352
1995
$8K ﹤0.01%
1,650
1996
$8K ﹤0.01%
2,965
1997
$8K ﹤0.01%
46
1998
$8K ﹤0.01%
126
1999
$8K ﹤0.01%
+257
2000
$8K ﹤0.01%
20
+3
78 79
80
81 82