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
2176
$4K ﹤0.01%
125
-175
2177
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22
2178
$4K ﹤0.01%
140
-105
2179
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+1,000
2180
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94
-415
2181
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180
+1
2182
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83
2183
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548
-2
2184
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+73
2185
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139
2186
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178
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2187
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445
-50
2188
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106
2189
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167
-166
2190
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350
-3,300
2191
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50
2192
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100
-55
2193
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326
+132
2194
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+350
2195
$4K ﹤0.01%
300
2196
$4K ﹤0.01%
+83
2197
$4K ﹤0.01%
2,413
-1,420
2198
$4K ﹤0.01%
133
2199
$4K ﹤0.01%
+100
2200
$4K ﹤0.01%
310
+6
86 87
88
89 90