SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
-2.07%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
(-3%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
845
Reduced
833
Closed
146
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$22.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$10.1M |
| 3 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$8.54M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.33M |
| 5 |
iShares Gold Trust
IAU
|
+$7.06M |
Top Sells
| 1 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$25.1M |
| 2 |
ProShares UltraPro Dow 30
UDOW
|
+$18.3M |
| 3 |
Apple
AAPL
|
+$12.9M |
| 4 |
W.W. Grainger
GWW
|
+$7.48M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$6.69M |
Sector Composition
| 1 | Technology | 14.8% |
| 2 | Financials | 6.19% |
| 3 | Consumer Discretionary | 5.29% |
| 4 | Healthcare | 4.64% |
| 5 | Communication Services | 4.28% |
