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
2001
$8K ﹤0.01%
1
-1
2002
$8K ﹤0.01%
189
2003
$8K ﹤0.01%
2,446
-2,447
2004
$8K ﹤0.01%
363
+5
2005
$8K ﹤0.01%
700
2006
$8K ﹤0.01%
+215
2007
$8K ﹤0.01%
800
-800
2008
$8K ﹤0.01%
400
2009
$7K ﹤0.01%
+1,000
2010
$7K ﹤0.01%
566
2011
$7K ﹤0.01%
309
-11,281
2012
$7K ﹤0.01%
+2,900
2013
$7K ﹤0.01%
517
2014
$7K ﹤0.01%
330
-7,966
2015
$7K ﹤0.01%
983
-983
2016
$7K ﹤0.01%
179
+5
2017
$7K ﹤0.01%
335
-400
2018
$7K ﹤0.01%
500
-570
2019
$7K ﹤0.01%
197
-2,901
2020
$7K ﹤0.01%
450
-450
2021
$7K ﹤0.01%
397
2022
$7K ﹤0.01%
+135
2023
$7K ﹤0.01%
400
2024
$7K ﹤0.01%
620
-300
2025
$7K ﹤0.01%
194
-843
79 80
81
82 83