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
2301
$1.03K ﹤0.01%
+100
2302
$1.02K ﹤0.01%
13
2303
$1K ﹤0.01%
+20
2304
$1K ﹤0.01%
25
-13
2305
$1K ﹤0.01%
5,000
-40
2306
$992 ﹤0.01%
129
-175
2307
$987 ﹤0.01%
5
2308
$984 ﹤0.01%
25
2309
$982 ﹤0.01%
30
-90
2310
$981 ﹤0.01%
15
-242
2311
$965 ﹤0.01%
78
-500
2312
$964 ﹤0.01%
115
2313
$940 ﹤0.01%
83
2314
$924 ﹤0.01%
5
2315
$918 ﹤0.01%
77
2316
$910 ﹤0.01%
110
2317
$910 ﹤0.01%
49
-125
2318
$890 ﹤0.01%
1,712
-183
2319
$888 ﹤0.01%
14
-16
2320
$877 ﹤0.01%
25
-80
2321
$874 ﹤0.01%
63
2322
$872 ﹤0.01%
8
2323
$870 ﹤0.01%
200
2324
$844 ﹤0.01%
+65
2325
$841 ﹤0.01%
32
91 92
93
94 95