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
2176
$2.25K ﹤0.01%
129
2177
$2.24K ﹤0.01%
100
2178
$2.23K ﹤0.01%
142
-33
2179
$2.22K ﹤0.01%
622
2180
$2.21K ﹤0.01%
100
2181
$2.19K ﹤0.01%
69
2182
$2.18K ﹤0.01%
31
2183
$2.16K ﹤0.01%
229
2184
$2.16K ﹤0.01%
80
2185
$2.14K ﹤0.01%
60
2186
$2.13K ﹤0.01%
113
2187
$2.11K ﹤0.01%
58
2188
$2.08K ﹤0.01%
80
2189
$2.08K ﹤0.01%
513
2190
$2.05K ﹤0.01%
105
2191
$2.04K ﹤0.01%
20
+10
2192
$2K ﹤0.01%
88
2193
$2K ﹤0.01%
81
-469
2194
$1.99K ﹤0.01%
365
+40
2195
$1.98K ﹤0.01%
31
2196
$1.98K ﹤0.01%
42
2197
$1.98K ﹤0.01%
107
+1
2198
$1.97K ﹤0.01%
100
2199
$1.97K ﹤0.01%
50
2200
$1.95K ﹤0.01%
145
-57
86 87
88
89 90