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
1251
$44.1K ﹤0.01%
7,473
+268
1252
$44K ﹤0.01%
810
+344
1253
$43.9K ﹤0.01%
613
-2,180
1254
$43.9K ﹤0.01%
546
-137
1255
$43.6K ﹤0.01%
83
-97
1256
$43.5K ﹤0.01%
1,215
1257
$43.4K ﹤0.01%
750
-200
1258
$43.4K ﹤0.01%
5,300
+4,800
1259
$43.2K ﹤0.01%
469
-35
1260
$42.9K ﹤0.01%
1,267
-889
1261
$42.7K ﹤0.01%
2,306
+39
1262
$42.5K ﹤0.01%
567
-140
1263
$42.4K ﹤0.01%
+850
1264
$42.4K ﹤0.01%
807
-52
1265
$42.2K ﹤0.01%
481
-12
1266
$42.1K ﹤0.01%
303
-404
1267
$42K ﹤0.01%
949
-50
1268
$41.9K ﹤0.01%
21
-2
1269
$41.7K ﹤0.01%
4,570
-250
1270
$41.6K ﹤0.01%
1,768
1271
$41.5K ﹤0.01%
590
-1,044
1272
$41.5K ﹤0.01%
306
-648
1273
$41.3K ﹤0.01%
6,250
-6,000
1274
$41.2K ﹤0.01%
5,670
1275
$41.1K ﹤0.01%
212
-2
49 50
51
52 53