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
1026
$87.3K ﹤0.01%
768
-1,859
1027
$87.3K ﹤0.01%
1,149
+24
1028
$85.5K ﹤0.01%
466
-218
1029
$85.4K ﹤0.01%
3,080
-6,215
1030
$85.2K ﹤0.01%
3,384
1031
$85K ﹤0.01%
295
+18
1032
$84.8K ﹤0.01%
553
+532
1033
$84.7K ﹤0.01%
537
-7,685
1034
$84.4K ﹤0.01%
1,337
-1,465
1035
$84.3K ﹤0.01%
641
-31
1036
$84.2K ﹤0.01%
325
1037
$83.6K ﹤0.01%
1,481
+37
1038
$83.3K ﹤0.01%
800
-424
1039
$82.8K ﹤0.01%
1,900
-2,105
1040
$82.7K ﹤0.01%
379
-2,050
1041
$82.5K ﹤0.01%
722
+608
1042
$82.4K ﹤0.01%
936
-866
1043
$82.3K ﹤0.01%
294
+43
1044
$81.8K ﹤0.01%
4,146
1045
$80.7K ﹤0.01%
6,157
-538
1046
$80.6K ﹤0.01%
2,098
-126
1047
$80.5K ﹤0.01%
3,860
-240
1048
$80.4K ﹤0.01%
7,838
1049
$80.3K ﹤0.01%
650
1050
$80.1K ﹤0.01%
1,179
-96
40 41
42
43 44