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
1201
$48.8K ﹤0.01%
+1,000
1202
$48.7K ﹤0.01%
2,184
+1,109
1203
$48.7K ﹤0.01%
5,455
-110
1204
$48.7K ﹤0.01%
3,396
+596
1205
$48.5K ﹤0.01%
2,245
-140
1206
$48.5K ﹤0.01%
4,819
-951
1207
$48.5K ﹤0.01%
376
-823
1208
$48.3K ﹤0.01%
1,924
-195,198
1209
$48.3K ﹤0.01%
1,080
-664
1210
$48.2K ﹤0.01%
1,356
-1,132
1211
$48.2K ﹤0.01%
2,697
-142
1212
$48K ﹤0.01%
998
-2,259
1213
$47.9K ﹤0.01%
3,795
+950
1214
$47.8K ﹤0.01%
725
+176
1215
$47.6K ﹤0.01%
1,792
+40
1216
$47.4K ﹤0.01%
3,083
+71
1217
$47.2K ﹤0.01%
497
-220
1218
$47.2K ﹤0.01%
+3,508
1219
$47.1K ﹤0.01%
1,209
1220
$46.8K ﹤0.01%
1,090
+400
1221
$46.6K ﹤0.01%
93
-4,842
1222
$46.6K ﹤0.01%
1,200
1223
$46.5K ﹤0.01%
1,080
+152
1224
$46.2K ﹤0.01%
239
+91
1225
$46K ﹤0.01%
480
+1
47 48
49
50 51