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
2301
$3K ﹤0.01%
45
-45
2302
$3K ﹤0.01%
+500
2303
$3K ﹤0.01%
+60
2304
$3K ﹤0.01%
+142
2305
$3K ﹤0.01%
722
-12,127
2306
$3K ﹤0.01%
100
-1,500
2307
$3K ﹤0.01%
328
+2
2308
$3K ﹤0.01%
927
2309
$3K ﹤0.01%
+502
2310
$3K ﹤0.01%
+2,500
2311
$3K ﹤0.01%
75
-75
2312
$3K ﹤0.01%
+190
2313
$3K ﹤0.01%
20
2314
$3K ﹤0.01%
480
2315
$3K ﹤0.01%
70
-70
2316
$3K ﹤0.01%
219
2317
$3K ﹤0.01%
82
+16
2318
$3K ﹤0.01%
100
2319
$3K ﹤0.01%
100
-100
2320
$2K ﹤0.01%
+20
2321
$2K ﹤0.01%
+50
2322
$2K ﹤0.01%
77
+2
2323
$2K ﹤0.01%
350
2324
$2K ﹤0.01%
+50
2325
$2K ﹤0.01%
23
-46
91 92
93
94 95