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
2451
– –
-79
2452
– –
-4,327
2453
– –
-23
2454
– –
-16
2455
– –
-100
2456
– –
-28
2457
– –
-154
2458
– –
-344
2459
– –
-54
2460
– –
-600
2461
– –
-180
2462
– –
-50
2463
– –
-24
2464
– –
-47
2465
– –
-70
2466
– –
-42
2467
– –
-365
2468
– –
-1,328
2469
– –
-17
2470
– –
-344
2471
– –
-28
2472
– –
-110
2473
– –
-21
2474
– –
-1,000
2475
– –
-100
97 98
99
100 101