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
2026
$4.5K ﹤0.01%
400
2027
$4.5K ﹤0.01%
55
2028
$4.49K ﹤0.01%
470
-663
2029
$4.43K ﹤0.01%
250
2030
$4.43K ﹤0.01%
1,150
2031
$4.42K ﹤0.01%
57
2032
$4.42K ﹤0.01%
150
2033
$4.4K ﹤0.01%
161
+11
2034
$4.39K ﹤0.01%
519
2035
$4.36K ﹤0.01%
100
-6
2036
$4.32K ﹤0.01%
+54
2037
$4.31K ﹤0.01%
28
2038
$4.3K ﹤0.01%
435
2039
$4.28K ﹤0.01%
158
+1
2040
$4.23K ﹤0.01%
79
2041
$4.22K ﹤0.01%
372
2042
$4.19K ﹤0.01%
80
-222
2043
$4.16K ﹤0.01%
85
2044
$4.15K ﹤0.01%
111
2045
$4.09K ﹤0.01%
96
2046
$4.08K ﹤0.01%
+100
2047
$4.08K ﹤0.01%
619
+251
2048
$4.08K ﹤0.01%
100
2049
$4.07K ﹤0.01%
55
2050
$4.06K ﹤0.01%
200
80 81
82
83 84