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
2426
$2K ﹤0.01%
+60
2427
$2K ﹤0.01%
+125
2428
$2K ﹤0.01%
545
-1,071
2429
$2K ﹤0.01%
51
2430
$2K ﹤0.01%
52
+10
2431
$2K ﹤0.01%
+70
2432
$2K ﹤0.01%
200
2433
$2K ﹤0.01%
+75
2434
$2K ﹤0.01%
+105
2435
$2K ﹤0.01%
19
+4
2436
$2K ﹤0.01%
+359
2437
$2K ﹤0.01%
300
2438
$2K ﹤0.01%
+2,000
2439
$2K ﹤0.01%
+56
2440
$2K ﹤0.01%
+110
2441
$2K ﹤0.01%
50
2442
$1K ﹤0.01%
+14
2443
$1K ﹤0.01%
+100
2444
$1K ﹤0.01%
+15
2445
$1K ﹤0.01%
+240
2446
$1K ﹤0.01%
150
-150
2447
$1K ﹤0.01%
50
2448
$1K ﹤0.01%
+40
2449
$1K ﹤0.01%
+115
2450
$1K ﹤0.01%
+17
96 97
98
99 100