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
1176
$52.8K ﹤0.01%
1,165
-60
1177
$52.7K ﹤0.01%
536
-345
1178
$52.4K ﹤0.01%
805
1179
$52.3K ﹤0.01%
1,071
-1,100
1180
$52.1K ﹤0.01%
472
-20
1181
$52K ﹤0.01%
1,147
1182
$51.9K ﹤0.01%
475
-1,605
1183
$51.5K ﹤0.01%
2,528
-980
1184
$51.3K ﹤0.01%
1,100
1185
$50.9K ﹤0.01%
2,383
-170
1186
$50.7K ﹤0.01%
512
-500
1187
$50.6K ﹤0.01%
1,830
-15,366
1188
$50.4K ﹤0.01%
800
1189
$50K ﹤0.01%
2,399
-1,005
1190
$50K ﹤0.01%
395
-21
1191
$50K ﹤0.01%
659
-367
1192
$49.8K ﹤0.01%
820
-500
1193
$49.7K ﹤0.01%
1,725
-14
1194
$49.6K ﹤0.01%
439
+143
1195
$49.6K ﹤0.01%
300
1196
$49.4K ﹤0.01%
+1,257
1197
$49.2K ﹤0.01%
353
-12,588
1198
$49.1K ﹤0.01%
+1,747
1199
$49.1K ﹤0.01%
1,434
-276
1200
$49K ﹤0.01%
4,000
46 47
48
49 50