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
2076
$6K ﹤0.01%
1,566
+321
2077
$6K ﹤0.01%
162
-42
2078
$6K ﹤0.01%
578
2079
$6K ﹤0.01%
36
2080
$6K ﹤0.01%
267
-266
2081
$6K ﹤0.01%
406
2082
$6K ﹤0.01%
119
2083
$6K ﹤0.01%
60
2084
$6K ﹤0.01%
200
-100
2085
$6K ﹤0.01%
125
2086
$6K ﹤0.01%
2,000
2087
$6K ﹤0.01%
+1,680
2088
$6K ﹤0.01%
140
2089
$6K ﹤0.01%
193
2090
$6K ﹤0.01%
2,000
2091
$6K ﹤0.01%
500
2092
$6K ﹤0.01%
459
+11
2093
$6K ﹤0.01%
170
+18
2094
$6K ﹤0.01%
400
-400
2095
$6K ﹤0.01%
200
-1,020
2096
$6K ﹤0.01%
1,448
+2
2097
$6K ﹤0.01%
500
2098
$6K ﹤0.01%
150
2099
$6K ﹤0.01%
500
2100
$6K ﹤0.01%
100
82 83
84
85 86