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
1001
$92.5K ﹤0.01%
638
1002
$92.4K ﹤0.01%
6,500
1003
$92.3K ﹤0.01%
725
-706
1004
$92K ﹤0.01%
515
+13
1005
$91.9K ﹤0.01%
284
-31
1006
$91.9K ﹤0.01%
3,955
-2,363
1007
$91.7K ﹤0.01%
869
+10
1008
$91.6K ﹤0.01%
1,441
+9
1009
$91.6K ﹤0.01%
2,935
-170
1010
$90.8K ﹤0.01%
+354
1011
$90.6K ﹤0.01%
3,525
-3,027
1012
$90.1K ﹤0.01%
982
-1,353
1013
$90.1K ﹤0.01%
875
-81
1014
$90.1K ﹤0.01%
605
+431
1015
$90.1K ﹤0.01%
999
+33
1016
$89.6K ﹤0.01%
890
-948
1017
$89.6K ﹤0.01%
616
-39
1018
$89.4K ﹤0.01%
8,431
-1,332
1019
$88.9K ﹤0.01%
607
-6,738
1020
$88.6K ﹤0.01%
601
-502
1021
$87.9K ﹤0.01%
2,500
1022
$87.8K ﹤0.01%
6,566
1023
$87.6K ﹤0.01%
3,813
-264
1024
$87.5K ﹤0.01%
1,895
+947
1025
$87.4K ﹤0.01%
1,809
-101
39 40
41
42 43