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
2151
$5K ﹤0.01%
366
-109
2152
$5K ﹤0.01%
58
-58
2153
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366
2154
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2155
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69
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2156
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2157
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154
+1
2158
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2159
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610
2160
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+563
2161
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500
2162
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480
2163
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+1,020
2164
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118
2165
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128
-5
2166
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2167
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2168
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80
-80
2169
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100
2170
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39
2171
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101
2172
$4K ﹤0.01%
215
-4,002
2173
$4K ﹤0.01%
153
+2
2174
$4K ﹤0.01%
+100
2175
$4K ﹤0.01%
315
85 86
87
88 89