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
2276
$3K ﹤0.01%
+60
2277
$3K ﹤0.01%
160
-812
2278
$3K ﹤0.01%
330
2279
$3K ﹤0.01%
124
2280
$3K ﹤0.01%
200
2281
$3K ﹤0.01%
+800
2282
$3K ﹤0.01%
100
-651
2283
$3K ﹤0.01%
66
-4,017
2284
$3K ﹤0.01%
380
2285
$3K ﹤0.01%
50
-68
2286
$3K ﹤0.01%
+143
2287
$3K ﹤0.01%
1,000
2288
$3K ﹤0.01%
63
2289
$3K ﹤0.01%
+88
2290
$3K ﹤0.01%
36
2291
$3K ﹤0.01%
342
-342
2292
$3K ﹤0.01%
637
-1,980
2293
$3K ﹤0.01%
494
2294
$3K ﹤0.01%
+3
2295
$3K ﹤0.01%
+150
2296
$3K ﹤0.01%
55
2297
$3K ﹤0.01%
2,200
2298
$3K ﹤0.01%
102
+1
2299
$3K ﹤0.01%
+208
2300
$3K ﹤0.01%
224
-287
90 91
92
93 94