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
2026
$7K ﹤0.01%
88
-554
2027
$7K ﹤0.01%
189
2028
$7K ﹤0.01%
2,000
-5,200
2029
$7K ﹤0.01%
+200
2030
$7K ﹤0.01%
100
2031
$7K ﹤0.01%
86
2032
$7K ﹤0.01%
688
-100
2033
$7K ﹤0.01%
+1,100
2034
$7K ﹤0.01%
100
2035
$7K ﹤0.01%
63
+3
2036
$7K ﹤0.01%
1,233
-259
2037
$7K ﹤0.01%
501
-199
2038
$7K ﹤0.01%
90
+4
2039
$7K ﹤0.01%
166
-281
2040
$7K ﹤0.01%
+176
2041
$7K ﹤0.01%
65
-372
2042
$7K ﹤0.01%
+2
2043
$7K ﹤0.01%
383
2044
$7K ﹤0.01%
230
2045
$7K ﹤0.01%
+75
2046
$7K ﹤0.01%
513
-129
2047
$7K ﹤0.01%
272
2048
$7K ﹤0.01%
162
2049
$7K ﹤0.01%
4,000
2050
$7K ﹤0.01%
100
80 81
82
83 84