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
$2.71B
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 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
– –
-24
2452
– –
-47
2453
– –
-70
2454
– –
-665
2455
– –
-26
2456
– –
-32
2457
– –
-22
2458
– –
-500
2459
– –
-75,420
2460
– –
-798
2461
– –
-2
2462
– –
-17
2463
– –
-40
2464
– –
-12,202
2465
– –
-109,752
2466
– –
-600
2467
– –
-46
2468
– –
-22
2469
– –
-27
2470
– –
-23
2471
– –
-16
2472
– –
-209
2473
– –
-841
2474
– –
-2,083
2475
– –
-100
97 98
99
100 101