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
1076
$75.7K ﹤0.01%
250
+150
1077
$75.5K ﹤0.01%
10,361
-544
1078
$75.3K ﹤0.01%
7,000
1079
$74.9K ﹤0.01%
7,741
+2,117
1080
$74.7K ﹤0.01%
1,216
-300
1081
$74.6K ﹤0.01%
5,533
-900
1082
$74.5K ﹤0.01%
12,464
1083
$74.5K ﹤0.01%
1,254
-648
1084
$74K ﹤0.01%
733
-2,439
1085
$73.8K ﹤0.01%
7,215
-410
1086
$73.6K ﹤0.01%
1,003
-30
1087
$73K ﹤0.01%
639
-43
1088
$73K ﹤0.01%
285
-240
1089
$72.1K ﹤0.01%
668
+7
1090
$72.1K ﹤0.01%
2,094
-269
1091
$71.9K ﹤0.01%
543
-1
1092
$71.6K ﹤0.01%
14,918
-8,350
1093
$70.8K ﹤0.01%
890
-7,690
1094
$70.6K ﹤0.01%
558
1095
$70.5K ﹤0.01%
+10,700
1096
$70.1K ﹤0.01%
697
+12
1097
$70K ﹤0.01%
1,546
+508
1098
$69.8K ﹤0.01%
543
1099
$69.7K ﹤0.01%
4,190
+1,775
1100
$68.9K ﹤0.01%
1,306
-450
42 43
44
45 46