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
2401
$2K ﹤0.01%
103
-757
2402
$2K ﹤0.01%
274
+107
2403
$2K ﹤0.01%
229
2404
$2K ﹤0.01%
325
+125
2405
$2K ﹤0.01%
32
+1
2406
$2K ﹤0.01%
100
2407
$2K ﹤0.01%
29
2408
$2K ﹤0.01%
179
-189
2409
$2K ﹤0.01%
42
2410
$2K ﹤0.01%
139
+5
2411
$2K ﹤0.01%
28
-28
2412
$2K ﹤0.01%
100
2413
$2K ﹤0.01%
617
2414
$2K ﹤0.01%
1,000
2415
$2K ﹤0.01%
+11
2416
$2K ﹤0.01%
200
2417
$2K ﹤0.01%
14
2418
$2K ﹤0.01%
68
-68
2419
$2K ﹤0.01%
63
-78
2420
$2K ﹤0.01%
1,150
-8,136
2421
$2K ﹤0.01%
108
+18
2422
$2K ﹤0.01%
+232
2423
$2K ﹤0.01%
29
+5
2424
$2K ﹤0.01%
4
2425
$2K ﹤0.01%
447
-51
95 96
97
98 99