SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$119M 4.38%
612,042
+31,403
2
$113M 4.18%
253,762
+15,269
3
$104M 3.86%
2,082,564
-224,134
4
$59.8M 2.21%
175,629
+26,851
5
$59.3M 2.19%
536,547
-16,052
6
$50M 1.85%
113,075
+18,991
7
$47.9M 1.77%
829,785
-337,540
8
$45.1M 1.66%
345,795
-17,749
9
$42M 1.55%
94,799
-402
10
$41.9M 1.55%
456,541
-17,857
11
$36.8M 1.36%
802,272
+38,086
12
$36.7M 1.36%
374,850
+14,819
13
$33.2M 1.23%
785,850
-8,850
14
$32.3M 1.19%
731,429
+152,635
15
$30.1M 1.11%
251,345
-12,794
16
$27.7M 1.02%
276,799
+6,461
17
$27.5M 1.01%
206,948
+22,159
18
$27.4M 1.01%
602,910
+30,168
19
$27.2M 1%
520,420
+30,340
20
$26.9M 0.99%
579,241
+30,129
21
$24.4M 0.9%
102,676
-4,030
22
$24M 0.89%
148,843
+5,325
23
$21.1M 0.78%
428,799
+30,195
24
$19.9M 0.74%
36,980
-7,993
25
$19.7M 0.73%
50,151
-11,485
1
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