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
2226
$1.62K ﹤0.01%
138
+3
2227
$1.61K ﹤0.01%
1,400
2228
$1.6K ﹤0.01%
71
-1,499
2229
$1.59K ﹤0.01%
54
2230
$1.59K ﹤0.01%
55
+1
2231
$1.58K ﹤0.01%
125
2232
$1.58K ﹤0.01%
1,531
2233
$1.58K ﹤0.01%
200
2234
$1.54K ﹤0.01%
132
2235
$1.52K ﹤0.01%
38
2236
$1.51K ﹤0.01%
70
2237
$1.49K ﹤0.01%
10
-1
2238
$1.46K ﹤0.01%
44
-1,777
2239
$1.45K ﹤0.01%
21
2240
$1.44K ﹤0.01%
62
-17
2241
$1.44K ﹤0.01%
307
2242
$1.44K ﹤0.01%
49
2243
$1.43K ﹤0.01%
68
2244
$1.43K ﹤0.01%
100
-2,500
2245
$1.43K ﹤0.01%
8
2246
$1.43K ﹤0.01%
81
2247
$1.42K ﹤0.01%
38
2248
$1.42K ﹤0.01%
100
2249
$1.41K ﹤0.01%
272
2250
$1.39K ﹤0.01%
+35
88 89
90
91 92