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
$2.43B
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
201
$2.17M 0.09%
12,151
-3,203
202
$2.14M 0.09%
81,850
-15,300
203
$2.14M 0.09%
8,703
-2,485
204
$2.13M 0.09%
21,587
-5,827
205
$2.13M 0.09%
44,600
+1,380
206
$2.11M 0.09%
27,408
+997
207
$2.1M 0.09%
11,491
-4,387
208
$2.09M 0.09%
69,412
+27,498
209
$2.07M 0.09%
28,109
-11,451
210
$2.05M 0.08%
29,314
-25,924
211
$2.02M 0.08%
42,702
+16,119
212
$2.01M 0.08%
51,133
-25,752
213
$1.95M 0.08%
47,688
-64,283
214
$1.95M 0.08%
19,440
+15,401
215
$1.93M 0.08%
11,029
-9,279
216
$1.91M 0.08%
22,199
+19,302
217
$1.9M 0.08%
+56,908
218
$1.82M 0.08%
77,631
-31,370
219
$1.81M 0.07%
80,548
-676
220
$1.79M 0.07%
60,662
+14,788
221
$1.78M 0.07%
62,542
+58,840
222
$1.78M 0.07%
40,762
-3,741
223
$1.76M 0.07%
34,783
-16,211
224
$1.74M 0.07%
99,370
-83,710
225
$1.71M 0.07%
45,818
-13,692
7 8
9
10 11