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
1101
$68.9K ﹤0.01%
243
+241
1102
$68.7K ﹤0.01%
855
-59
1103
$68.6K ﹤0.01%
419
-3,012
1104
$67.8K ﹤0.01%
5,419
+130
1105
$67.6K ﹤0.01%
1,692
-34
1106
$67.4K ﹤0.01%
1,264
-825
1107
$67.2K ﹤0.01%
2,500
1108
$67K ﹤0.01%
3,039
1109
$66.8K ﹤0.01%
1,875
1110
$66.8K ﹤0.01%
205
+1
1111
$66.5K ﹤0.01%
1,984
-79,139
1112
$66.5K ﹤0.01%
3,070
+200
1113
$66.2K ﹤0.01%
686
-178
1114
$65.8K ﹤0.01%
23
-1
1115
$65.3K ﹤0.01%
894
-86
1116
$65.2K ﹤0.01%
345
-434
1117
$65.1K ﹤0.01%
282
-51
1118
$65K ﹤0.01%
3,185
+2,790
1119
$64.6K ﹤0.01%
158
+1
1120
$64.4K ﹤0.01%
366
-7
1121
$64.3K ﹤0.01%
1,117
-308
1122
$63K ﹤0.01%
1,106
+350
1123
$62.7K ﹤0.01%
1,037
+3
1124
$62.7K ﹤0.01%
909
-101
1125
$62.3K ﹤0.01%
2,993
43 44
45
46 47