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
2001
$4.97K ﹤0.01%
400
-56
2002
$4.93K ﹤0.01%
31
+1
2003
$4.92K ﹤0.01%
953
-6,001
2004
$4.91K ﹤0.01%
331
+4
2005
$4.89K ﹤0.01%
3,000
-3,791
2006
$4.88K ﹤0.01%
+600
2007
$4.88K ﹤0.01%
236
2008
$4.85K ﹤0.01%
47
2009
$4.85K ﹤0.01%
200
2010
$4.85K ﹤0.01%
158
+1
2011
$4.83K ﹤0.01%
35
-100
2012
$4.82K ﹤0.01%
1,044
+46
2013
$4.81K ﹤0.01%
109
2014
$4.76K ﹤0.01%
161
2015
$4.75K ﹤0.01%
298
+72
2016
$4.74K ﹤0.01%
85
-40
2017
$4.74K ﹤0.01%
182
+4
2018
$4.73K ﹤0.01%
200
2019
$4.67K ﹤0.01%
212
2020
$4.65K ﹤0.01%
323
+117
2021
$4.6K ﹤0.01%
283
2022
$4.58K ﹤0.01%
330
2023
$4.52K ﹤0.01%
526
2024
$4.51K ﹤0.01%
327
2025
$4.51K ﹤0.01%
1,000
79 80
81
82 83