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
2126
$5K ﹤0.01%
1,115
-15,387
2127
$5K ﹤0.01%
199
2128
$5K ﹤0.01%
42
+1
2129
$5K ﹤0.01%
100
2130
$5K ﹤0.01%
95
-75
2131
$5K ﹤0.01%
100
-100
2132
$5K ﹤0.01%
101
+85
2133
$5K ﹤0.01%
669
+34
2134
$5K ﹤0.01%
500
-5,500
2135
$5K ﹤0.01%
+25
2136
$5K ﹤0.01%
100
2137
$5K ﹤0.01%
230
+5
2138
$5K ﹤0.01%
+100
2139
$5K ﹤0.01%
734
2140
$5K ﹤0.01%
223
-439
2141
$5K ﹤0.01%
1,000
2142
$5K ﹤0.01%
114
-1,605
2143
$5K ﹤0.01%
+212
2144
$5K ﹤0.01%
235
+54
2145
$5K ﹤0.01%
607
2146
$5K ﹤0.01%
106
2147
$5K ﹤0.01%
503
-569
2148
$5K ﹤0.01%
200
-200
2149
$5K ﹤0.01%
203
+84
2150
$5K ﹤0.01%
216
-214
84 85
86
87 88