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
2101
$3.25K ﹤0.01%
37
-158
2102
$3.25K ﹤0.01%
163
2103
$3.23K ﹤0.01%
832
2104
$3.23K ﹤0.01%
+70
2105
$3.23K ﹤0.01%
201
-300
2106
$3.21K ﹤0.01%
+51
2107
$3.18K ﹤0.01%
70
2108
$3.16K ﹤0.01%
400
2109
$3.15K ﹤0.01%
180
-446
2110
$3.14K ﹤0.01%
59
-82
2111
$3.13K ﹤0.01%
38
2112
$3.12K ﹤0.01%
1,453
+2
2113
$3.12K ﹤0.01%
300
-670
2114
$3.08K ﹤0.01%
330
+22
2115
$3.07K ﹤0.01%
110
2116
$3.01K ﹤0.01%
53
-10
2117
$3K ﹤0.01%
127
2118
$2.98K ﹤0.01%
300
2119
$2.98K ﹤0.01%
300
2120
$2.98K ﹤0.01%
48
2121
$2.98K ﹤0.01%
927
2122
$2.98K ﹤0.01%
125
2123
$2.97K ﹤0.01%
39
2124
$2.93K ﹤0.01%
38
-145
2125
$2.91K ﹤0.01%
113
+42
83 84
85
86 87