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
2251
$3K ﹤0.01%
40
2252
$3K ﹤0.01%
+500
2253
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35
2254
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11
-8
2255
$3K ﹤0.01%
37
-14
2256
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+100
2257
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215
+15
2258
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31
-31
2259
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66
-61
2260
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251
2261
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200
2262
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+302
2263
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+6
2264
$3K ﹤0.01%
+48
2265
$3K ﹤0.01%
279
-199
2266
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179
-221
2267
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91
+50
2268
$3K ﹤0.01%
79
+1
2269
$3K ﹤0.01%
+203
2270
$3K ﹤0.01%
380
+30
2271
$3K ﹤0.01%
500
-500
2272
$3K ﹤0.01%
327
-327
2273
$3K ﹤0.01%
100
2274
$3K ﹤0.01%
+150
2275
$3K ﹤0.01%
400
-2,900
89 90
91
92 93