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
2151
$2.55K ﹤0.01%
151
2152
$2.54K ﹤0.01%
100
2153
$2.54K ﹤0.01%
30
2154
$2.54K ﹤0.01%
+32
2155
$2.54K ﹤0.01%
63
2156
$2.53K ﹤0.01%
139
-140
2157
$2.53K ﹤0.01%
75
-724
2158
$2.52K ﹤0.01%
330
2159
$2.51K ﹤0.01%
400
2160
$2.49K ﹤0.01%
32
2161
$2.48K ﹤0.01%
102
+1
2162
$2.47K ﹤0.01%
11
2163
$2.44K ﹤0.01%
10
+3
2164
$2.39K ﹤0.01%
1,045
+45
2165
$2.38K ﹤0.01%
40
2166
$2.38K ﹤0.01%
23
-92
2167
$2.38K ﹤0.01%
+91
2168
$2.3K ﹤0.01%
300
2169
$2.3K ﹤0.01%
286
2170
$2.29K ﹤0.01%
75
2171
$2.29K ﹤0.01%
+22
2172
$2.27K ﹤0.01%
75
2173
$2.27K ﹤0.01%
750
+256
2174
$2.26K ﹤0.01%
100
2175
$2.25K ﹤0.01%
100
85 86
87
88 89