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
1276
$40.9K ﹤0.01%
1,340
-10
1277
$40.7K ﹤0.01%
2,268
1278
$40.6K ﹤0.01%
167
-105
1279
$40.1K ﹤0.01%
7,950
-370
1280
$40K ﹤0.01%
4,001
-319
1281
$39.9K ﹤0.01%
1,163
1282
$39.9K ﹤0.01%
300
-63
1283
$39.8K ﹤0.01%
720
-99
1284
$39.7K ﹤0.01%
1,085
1285
$39.6K ﹤0.01%
3,820
+67
1286
$39.4K ﹤0.01%
643
+28
1287
$39.4K ﹤0.01%
1,650
1288
$39.3K ﹤0.01%
605
-30
1289
$39.1K ﹤0.01%
575
1290
$39K ﹤0.01%
550
1291
$38.9K ﹤0.01%
574
-574
1292
$38.8K ﹤0.01%
1,750
1293
$38.5K ﹤0.01%
302
-2,012
1294
$38.3K ﹤0.01%
555
1295
$38.3K ﹤0.01%
4,260
-250
1296
$38.3K ﹤0.01%
538
1297
$38.1K ﹤0.01%
66
-488
1298
$37.9K ﹤0.01%
968
+883
1299
$37.9K ﹤0.01%
740
-8,513
1300
$37.8K ﹤0.01%
200
-2
50 51
52
53 54