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
2251
$1.39K ﹤0.01%
232
+8
2252
$1.38K ﹤0.01%
31
2253
$1.38K ﹤0.01%
65
+20
2254
$1.37K ﹤0.01%
51
2255
$1.36K ﹤0.01%
33
2256
$1.36K ﹤0.01%
13
-847
2257
$1.36K ﹤0.01%
400
-21,400
2258
$1.35K ﹤0.01%
25
2259
$1.31K ﹤0.01%
+100
2260
$1.3K ﹤0.01%
20
2261
$1.29K ﹤0.01%
3
2262
$1.29K ﹤0.01%
252
2263
$1.29K ﹤0.01%
100
2264
$1.29K ﹤0.01%
25
2265
$1.28K ﹤0.01%
494
2266
$1.28K ﹤0.01%
7
-3
2267
$1.28K ﹤0.01%
37
2268
$1.26K ﹤0.01%
+10
2269
$1.26K ﹤0.01%
8
2270
$1.25K ﹤0.01%
110
+1
2271
$1.25K ﹤0.01%
+240
2272
$1.25K ﹤0.01%
+22
2273
$1.24K ﹤0.01%
+120
2274
$1.23K ﹤0.01%
90
2275
$1.23K ﹤0.01%
29
+15
89 90
91
92 93