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
2101
$6K ﹤0.01%
55
+1
2102
$6K ﹤0.01%
301
-301
2103
$6K ﹤0.01%
367
2104
$6K ﹤0.01%
+187
2105
$6K ﹤0.01%
+400
2106
$5K ﹤0.01%
225
-1,500
2107
$5K ﹤0.01%
116
2108
$5K ﹤0.01%
1,000
2109
$5K ﹤0.01%
300
2110
$5K ﹤0.01%
+162
2111
$5K ﹤0.01%
500
2112
$5K ﹤0.01%
2,000
-2,000
2113
$5K ﹤0.01%
+500
2114
$5K ﹤0.01%
560
+60
2115
$5K ﹤0.01%
150
2116
$5K ﹤0.01%
+996
2117
$5K ﹤0.01%
400
2118
$5K ﹤0.01%
236
+9
2119
$5K ﹤0.01%
+143
2120
$5K ﹤0.01%
170
2121
$5K ﹤0.01%
330
2122
$5K ﹤0.01%
327
-627
2123
$5K ﹤0.01%
41
-10
2124
$5K ﹤0.01%
197
+2
2125
$5K ﹤0.01%
543
-7,886
83 84
85
86 87