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
1976
$5.39K ﹤0.01%
198
-13
1977
$5.38K ﹤0.01%
200
1978
$5.35K ﹤0.01%
+147
1979
$5.31K ﹤0.01%
105
+5
1980
$5.3K ﹤0.01%
+630
1981
$5.28K ﹤0.01%
178
1982
$5.27K ﹤0.01%
2
1983
$5.25K ﹤0.01%
+812
1984
$5.25K ﹤0.01%
156
+1
1985
$5.24K ﹤0.01%
205
-454
1986
$5.23K ﹤0.01%
37
+12
1987
$5.2K ﹤0.01%
103
+1
1988
$5.19K ﹤0.01%
+157
1989
$5.18K ﹤0.01%
51
-14
1990
$5.18K ﹤0.01%
48
1991
$5.17K ﹤0.01%
181
1992
$5.14K ﹤0.01%
115
-619
1993
$5.12K ﹤0.01%
+35
1994
$5.12K ﹤0.01%
104
+4
1995
$5.11K ﹤0.01%
100
1996
$5.08K ﹤0.01%
90
-100
1997
$5.05K ﹤0.01%
140
1998
$5.04K ﹤0.01%
175
1999
$5.03K ﹤0.01%
79
-91
2000
$5.01K ﹤0.01%
+3,000
78 79
80
81 82