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
2351
$639 ﹤0.01%
155
2352
$637 ﹤0.01%
708
+2
2353
$629 ﹤0.01%
23
2354
$628 ﹤0.01%
5
2355
$627 ﹤0.01%
36
-19
2356
$626 ﹤0.01%
6
-274
2357
$614 ﹤0.01%
+30
2358
$612 ﹤0.01%
112
-998
2359
$611 ﹤0.01%
+19
2360
$609 ﹤0.01%
10
2361
$609 ﹤0.01%
+8
2362
$604 ﹤0.01%
+50
2363
$593 ﹤0.01%
228
2364
$583 ﹤0.01%
100
2365
$581 ﹤0.01%
+80
2366
$580 ﹤0.01%
98
2367
$578 ﹤0.01%
32
2368
$578 ﹤0.01%
65
2369
$566 ﹤0.01%
+60
2370
$561 ﹤0.01%
+5
2371
$561 ﹤0.01%
300
2372
$559 ﹤0.01%
+30
2373
$545 ﹤0.01%
+57
2374
$545 ﹤0.01%
3
2375
$536 ﹤0.01%
20
93 94
95
96 97