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
201
$2.53M 0.09%
26,050
-282
202
$2.53M 0.09%
82,311
+1,408
203
$2.51M 0.09%
81,215
-7,253
204
$2.49M 0.09%
22,544
-84
205
$2.48M 0.09%
75,218
+36,783
206
$2.46M 0.09%
28,882
+304
207
$2.44M 0.09%
116,780
-8,050
208
$2.42M 0.09%
7,040
-14,844
209
$2.41M 0.09%
31,428
-67,170
210
$2.4M 0.09%
+9,004
211
$2.36M 0.09%
24,043
-643
212
$2.34M 0.09%
44,251
+42,697
213
$2.33M 0.09%
58,733
+33,105
214
$2.32M 0.09%
53,628
+5,018
215
$2.31M 0.09%
95,866
-6,196
216
$2.3M 0.08%
18,723
-2,078
217
$2.29M 0.08%
79,803
-8,175
218
$2.28M 0.08%
11,627
+150
219
$2.28M 0.08%
30,354
+11
220
$2.27M 0.08%
30,214
-2,899
221
$2.25M 0.08%
120,915
+6,278
222
$2.24M 0.08%
16,776
-538
223
$2.18M 0.08%
20,547
+333
224
$2.17M 0.08%
20,027
-67
225
$2.11M 0.08%
61,675
+38,000
7 8
9
10 11