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
2351
$2K ﹤0.01%
+76
2352
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42
2353
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10
-118
2354
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+101
2355
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+400
2356
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+475
2357
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+50
2358
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109
-109
2359
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8
-246
2360
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25
2361
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353
2362
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42
2363
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49
2364
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50
2365
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93
+20
2366
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+34
2367
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+500
2368
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111
+4
2369
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88
-88
2370
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108
-40,483
2371
$2K ﹤0.01%
24
-32
2372
$2K ﹤0.01%
100
2373
$2K ﹤0.01%
100
-100
2374
$2K ﹤0.01%
100
2375
$2K ﹤0.01%
130
93 94
95
96 97