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
2126
$2.91K ﹤0.01%
74
+7
2127
$2.9K ﹤0.01%
43
-196
2128
$2.89K ﹤0.01%
324
2129
$2.89K ﹤0.01%
50
2130
$2.88K ﹤0.01%
342
2131
$2.88K ﹤0.01%
510
-300
2132
$2.87K ﹤0.01%
283
2133
$2.86K ﹤0.01%
89
2134
$2.76K ﹤0.01%
128
2135
$2.74K ﹤0.01%
450
2136
$2.73K ﹤0.01%
26
2137
$2.71K ﹤0.01%
100
-364
2138
$2.71K ﹤0.01%
42
2139
$2.7K ﹤0.01%
125
-2
2140
$2.69K ﹤0.01%
210
-100
2141
$2.69K ﹤0.01%
106
2142
$2.67K ﹤0.01%
55
2143
$2.64K ﹤0.01%
11
-100
2144
$2.64K ﹤0.01%
146
+43
2145
$2.63K ﹤0.01%
235
+6
2146
$2.62K ﹤0.01%
134
2147
$2.62K ﹤0.01%
62
-17
2148
$2.62K ﹤0.01%
231
-95
2149
$2.57K ﹤0.01%
39
2150
$2.56K ﹤0.01%
100
84 85
86
87 88