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
2326
$836 ﹤0.01%
76
2327
$830 ﹤0.01%
20
2328
$821 ﹤0.01%
25
2329
$818 ﹤0.01%
94
2330
$815 ﹤0.01%
100
-28
2331
$802 ﹤0.01%
42
-100
2332
$797 ﹤0.01%
10
2333
$795 ﹤0.01%
36
2334
$793 ﹤0.01%
200
2335
$792 ﹤0.01%
31
-1
2336
$776 ﹤0.01%
30
2337
$765 ﹤0.01%
267
2338
$753 ﹤0.01%
300
2339
$737 ﹤0.01%
70
2340
$736 ﹤0.01%
30
2341
$729 ﹤0.01%
26
2342
$721 ﹤0.01%
+39
2343
$706 ﹤0.01%
83
2344
$702 ﹤0.01%
298
2345
$699 ﹤0.01%
448
2346
$687 ﹤0.01%
74
2347
$682 ﹤0.01%
123
+2
2348
$678 ﹤0.01%
39
2349
$675 ﹤0.01%
1,825
-7
2350
$665 ﹤0.01%
5
92 93
94
95 96