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
2276
$1.23K ﹤0.01%
+167
2277
$1.23K ﹤0.01%
105
+3
2278
$1.22K ﹤0.01%
1,000
2279
$1.22K ﹤0.01%
+7
2280
$1.21K ﹤0.01%
+25
2281
$1.2K ﹤0.01%
130
2282
$1.19K ﹤0.01%
158
+2
2283
$1.19K ﹤0.01%
300
2284
$1.18K ﹤0.01%
415
2285
$1.17K ﹤0.01%
422
2286
$1.17K ﹤0.01%
3
2287
$1.16K ﹤0.01%
327
2288
$1.15K ﹤0.01%
30
2289
$1.12K ﹤0.01%
100
2290
$1.12K ﹤0.01%
35
-272
2291
$1.11K ﹤0.01%
20
-42
2292
$1.11K ﹤0.01%
33
-47
2293
$1.1K ﹤0.01%
+140
2294
$1.09K ﹤0.01%
+12
2295
$1.09K ﹤0.01%
355
2296
$1.09K ﹤0.01%
31
+12
2297
$1.08K ﹤0.01%
+5
2298
$1.06K ﹤0.01%
+19
2299
$1.05K ﹤0.01%
30
2300
$1.04K ﹤0.01%
+25
90 91
92
93 94