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
$2.43B
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
2451
$1K ﹤0.01%
+17
2452
$1K ﹤0.01%
7
2453
$1K ﹤0.01%
+5
2454
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+110
2455
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20
2456
$1K ﹤0.01%
+92
2457
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36
2458
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75
-150
2459
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22
2460
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+4
2461
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10
2462
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10
-35
2463
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+11
2464
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+200
2465
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16
-144
2466
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+72
2467
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+100
2468
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+6
2469
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142
-5,641
2470
$1K ﹤0.01%
+355
2471
$1K ﹤0.01%
+13
2472
$1K ﹤0.01%
+180
2473
$1K ﹤0.01%
+23
2474
$1K ﹤0.01%
+17
2475
$1K ﹤0.01%
+46
97 98
99
100 101