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
2226
$4K ﹤0.01%
76
-65
2227
$4K ﹤0.01%
47
-20
2228
$4K ﹤0.01%
+163
2229
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344
+123
2230
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260
+180
2231
$4K ﹤0.01%
+400
2232
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+212
2233
$4K ﹤0.01%
88
2234
$4K ﹤0.01%
100
2235
$4K ﹤0.01%
456
2236
$4K ﹤0.01%
100
2237
$3K ﹤0.01%
+1,000
2238
$3K ﹤0.01%
+181
2239
$3K ﹤0.01%
150
2240
$3K ﹤0.01%
130
2241
$3K ﹤0.01%
100
2242
$3K ﹤0.01%
250
2243
$3K ﹤0.01%
+1
2244
$3K ﹤0.01%
157
-189
2245
$3K ﹤0.01%
283
2246
$3K ﹤0.01%
200
2247
$3K ﹤0.01%
140
-281
2248
$3K ﹤0.01%
+100
2249
$3K ﹤0.01%
500
2250
$3K ﹤0.01%
400
-400
88 89
90
91 92