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
2401
– –
-500
2402
– –
-100
2403
– –
-110
2404
– –
-44
2405
– –
-8,340
2406
– –
-959
2407
– –
-27
2408
– –
-480
2409
– –
-419
2410
– –
-32,971
2411
– –
-14
2412
– –
-9,110
2413
– –
-2,250
2414
– –
-59
2415
– –
-496
2416
– –
-42
2417
– –
-52
2418
– –
-164
2419
– –
-50
2420
– –
-125
2421
– –
-779
2422
– –
-4
2423
– –
-12
2424
– –
-15,353
2425
– –
-10,000
95 96
97
98 99