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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$14.5M
3
+$6.25M
4
SPOT icon
Spotify
SPOT
+$4.37M
5
INTU icon
Intuit
INTU
+$3.47M

Top Sells

1
+$25M
2
+$23.6M
3
+$23.1M
4
AAPL icon
Apple
AAPL
+$23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22.7M

Sector Composition

1 Technology 15.45%
2 Financials 5.07%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$98.6K ﹤0.01%
1,212
+1,131
977
$98.5K ﹤0.01%
626
-20,027
978
$98.4K ﹤0.01%
1,926
+565
979
$97K ﹤0.01%
+409
980
$96.8K ﹤0.01%
7,044
+150
981
$96.7K ﹤0.01%
8,282
982
$96.1K ﹤0.01%
6,566
+6,066
983
$96K ﹤0.01%
12,468
+8,913
984
$95.9K ﹤0.01%
10,000
-5,000
985
$95.9K ﹤0.01%
1,191
+2
986
$95.7K ﹤0.01%
395
-19,196
987
$95K ﹤0.01%
9,282
-437
988
$94.6K ﹤0.01%
271
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989
$94.6K ﹤0.01%
8,923
-3,500
990
$94K ﹤0.01%
1,026
-3,615
991
$94K ﹤0.01%
406
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992
$93.9K ﹤0.01%
175
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993
$93.7K ﹤0.01%
3,477
-363
994
$93.3K ﹤0.01%
787
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995
$93.1K ﹤0.01%
16,250
-950
996
$93.1K ﹤0.01%
2,057
-87
997
$93K ﹤0.01%
1,855
-1,631
998
$93K ﹤0.01%
+2,000
999
$92.9K ﹤0.01%
1,139
+7
1000
$92.8K ﹤0.01%
871
-2,870
38 39
40
41 42