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
2326
$2K ﹤0.01%
51
2327
$2K ﹤0.01%
93
2328
$2K ﹤0.01%
10,053
+53
2329
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390
2330
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28
-36
2331
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474
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484
+57
2334
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2335
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300
2336
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20
2337
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+30
2338
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100
-1,847
2339
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8
2340
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106
2341
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+80
2342
$2K ﹤0.01%
710
2343
$2K ﹤0.01%
45
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2344
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15
2345
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140
2346
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164
-880
2347
$2K ﹤0.01%
50
2348
$2K ﹤0.01%
+34
2349
$2K ﹤0.01%
86
-58
2350
$2K ﹤0.01%
+32
92 93
94
95 96