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
1326
$34.9K ﹤0.01%
796
-815
1327
$34.7K ﹤0.01%
1,060
-90
1328
$34.6K ﹤0.01%
+1,421
1329
$34.6K ﹤0.01%
257
+158
1330
$34.5K ﹤0.01%
2,540
+205
1331
$34.5K ﹤0.01%
2,491
+2
1332
$34.4K ﹤0.01%
1,714
-40
1333
$34.4K ﹤0.01%
595
-1,876
1334
$34.3K ﹤0.01%
4,195
-265
1335
$34.2K ﹤0.01%
653
-32,241
1336
$34K ﹤0.01%
931
-51
1337
$33.9K ﹤0.01%
141
+9
1338
$33.9K ﹤0.01%
235
+103
1339
$33.9K ﹤0.01%
212
-2
1340
$33.8K ﹤0.01%
591
-61
1341
$33.6K ﹤0.01%
1,010
+651
1342
$33.6K ﹤0.01%
114
1343
$33.5K ﹤0.01%
2,300
1344
$33.3K ﹤0.01%
3,680
+229
1345
$33.3K ﹤0.01%
1,425
1346
$33.2K ﹤0.01%
4,660
1347
$33.2K ﹤0.01%
56
1348
$33.1K ﹤0.01%
1,297
+1,185
1349
$33.1K ﹤0.01%
560
1350
$32.9K ﹤0.01%
736
+55
52 53
54
55 56