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
1226
$46K ﹤0.01%
1,251
-30
1227
$46K ﹤0.01%
660
-1,780
1228
$45.9K ﹤0.01%
684
-195
1229
$45.9K ﹤0.01%
1,545
-50
1230
$45.8K ﹤0.01%
402
-142
1231
$45.6K ﹤0.01%
612
+234
1232
$45.5K ﹤0.01%
853
-1,290
1233
$45.4K ﹤0.01%
1,134
+273
1234
$45.4K ﹤0.01%
1,004
1235
$45.4K ﹤0.01%
565
+9
1236
$45.3K ﹤0.01%
15,110
-900
1237
$45.3K ﹤0.01%
129
-201
1238
$45.2K ﹤0.01%
4,000
-3,000
1239
$45.1K ﹤0.01%
1,467
+767
1240
$44.9K ﹤0.01%
+960
1241
$44.8K ﹤0.01%
4,000
1242
$44.8K ﹤0.01%
396
-3,113
1243
$44.8K ﹤0.01%
2,026
-1,850
1244
$44.6K ﹤0.01%
405
1245
$44.5K ﹤0.01%
99
1246
$44.5K ﹤0.01%
937
-156
1247
$44.4K ﹤0.01%
135
-61
1248
$44.3K ﹤0.01%
425
-50
1249
$44.2K ﹤0.01%
5,497
-3
1250
$44.2K ﹤0.01%
142
-887
48 49
50
51 52