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
2076
$3.62K ﹤0.01%
71
+3
2077
$3.61K ﹤0.01%
106
+6
2078
$3.61K ﹤0.01%
139
2079
$3.6K ﹤0.01%
800
2080
$3.58K ﹤0.01%
107
2081
$3.56K ﹤0.01%
77
2082
$3.55K ﹤0.01%
+56
2083
$3.5K ﹤0.01%
734
+2
2084
$3.47K ﹤0.01%
216
2085
$3.44K ﹤0.01%
+10
2086
$3.43K ﹤0.01%
1,000
2087
$3.4K ﹤0.01%
1,000
2088
$3.38K ﹤0.01%
135
+2
2089
$3.38K ﹤0.01%
500
2090
$3.36K ﹤0.01%
57
2091
$3.36K ﹤0.01%
15
2092
$3.32K ﹤0.01%
+286
2093
$3.31K ﹤0.01%
45
2094
$3.3K ﹤0.01%
1,200
2095
$3.3K ﹤0.01%
92
2096
$3.28K ﹤0.01%
100
2097
$3.27K ﹤0.01%
+200
2098
$3.27K ﹤0.01%
181
+5
2099
$3.27K ﹤0.01%
1,471
+878
2100
$3.27K ﹤0.01%
200
82 83
84
85 86