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
2451
$1K ﹤0.01%
7
2452
$1K ﹤0.01%
+5
2453
$1K ﹤0.01%
+110
2454
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20
2455
$1K ﹤0.01%
+92
2456
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36
2457
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+6
2458
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142
-5,641
2459
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+20
2460
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+355
2461
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+13
2462
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+180
2463
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+200
2464
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+23
2465
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+17
2466
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+46
2467
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25
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2469
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+21
2470
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30
2471
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+100
2472
$1K ﹤0.01%
15
-30
2473
$1K ﹤0.01%
+100
2474
$1K ﹤0.01%
8
2475
$1K ﹤0.01%
+14
97 98
99
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