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
2201
$1.93K ﹤0.01%
870
+370
2202
$1.93K ﹤0.01%
106
2203
$1.92K ﹤0.01%
30
2204
$1.92K ﹤0.01%
103
+1
2205
$1.91K ﹤0.01%
88
-62
2206
$1.89K ﹤0.01%
124
2207
$1.88K ﹤0.01%
+69
2208
$1.87K ﹤0.01%
153
2209
$1.87K ﹤0.01%
69
-39
2210
$1.86K ﹤0.01%
44
-15
2211
$1.86K ﹤0.01%
20
2212
$1.84K ﹤0.01%
42
2213
$1.82K ﹤0.01%
469
-36
2214
$1.81K ﹤0.01%
33
2215
$1.81K ﹤0.01%
+500
2216
$1.81K ﹤0.01%
623
2217
$1.79K ﹤0.01%
217
2218
$1.78K ﹤0.01%
63
-39
2219
$1.77K ﹤0.01%
50
2220
$1.76K ﹤0.01%
60
-44
2221
$1.75K ﹤0.01%
201
2222
$1.72K ﹤0.01%
51
-4,144
2223
$1.7K ﹤0.01%
126
+4
2224
$1.7K ﹤0.01%
50
2225
$1.63K ﹤0.01%
50
87 88
89
90 91