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
2051
$4.05K ﹤0.01%
200
2052
$4.05K ﹤0.01%
101
2053
$4.04K ﹤0.01%
1,100
2054
$4.02K ﹤0.01%
599
-50
2055
$4K ﹤0.01%
185
+3
2056
$3.98K ﹤0.01%
+197
2057
$3.98K ﹤0.01%
500
2058
$3.98K ﹤0.01%
1,000
2059
$3.97K ﹤0.01%
27
-61
2060
$3.95K ﹤0.01%
265
-74
2061
$3.94K ﹤0.01%
+200
2062
$3.94K ﹤0.01%
81
-141
2063
$3.9K ﹤0.01%
+600
2064
$3.89K ﹤0.01%
31
2065
$3.87K ﹤0.01%
228
-400
2066
$3.86K ﹤0.01%
43
-36,653
2067
$3.86K ﹤0.01%
96
2068
$3.85K ﹤0.01%
330
2069
$3.85K ﹤0.01%
59
-19
2070
$3.83K ﹤0.01%
100
+25
2071
$3.82K ﹤0.01%
227
+7
2072
$3.78K ﹤0.01%
1,500
2073
$3.75K ﹤0.01%
300
2074
$3.62K ﹤0.01%
607
2075
$3.62K ﹤0.01%
70
81 82
83
84 85