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
1401
$27.5K ﹤0.01%
131
-89
1402
$27.4K ﹤0.01%
636
-26
1403
$27.3K ﹤0.01%
1,833
-150
1404
$27.2K ﹤0.01%
2,379
-330
1405
$27.2K ﹤0.01%
3,919
-4,700
1406
$27.1K ﹤0.01%
269
-656
1407
$26.9K ﹤0.01%
962
1408
$26.8K ﹤0.01%
1,701
1409
$26.7K ﹤0.01%
65
+26
1410
$26.7K ﹤0.01%
310
-623
1411
$26.6K ﹤0.01%
180
1412
$26.5K ﹤0.01%
121
-47
1413
$26.4K ﹤0.01%
215
1414
$26.4K ﹤0.01%
220
-653
1415
$26.4K ﹤0.01%
500
1416
$26.3K ﹤0.01%
1,796
1417
$26.2K ﹤0.01%
296
-912
1418
$26.2K ﹤0.01%
505
1419
$26K ﹤0.01%
1,971
-731
1420
$25.9K ﹤0.01%
864
1421
$25.8K ﹤0.01%
269
-4,622
1422
$25.7K ﹤0.01%
534
-300
1423
$25.6K ﹤0.01%
610
1424
$25.5K ﹤0.01%
4,235
-280
1425
$25.3K ﹤0.01%
1,297
-79
55 56
57
58 59