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
1426
$25.3K ﹤0.01%
150
+80
1427
$25.3K ﹤0.01%
1,042
1428
$25.1K ﹤0.01%
384
+26
1429
$25.1K ﹤0.01%
1,110
1430
$25K ﹤0.01%
363
-57
1431
$24.9K ﹤0.01%
1,361
+4
1432
$24.9K ﹤0.01%
2,539
1433
$24.8K ﹤0.01%
81
-9
1434
$24.8K ﹤0.01%
3,581
-2,425
1435
$24.8K ﹤0.01%
3,286
1436
$24.8K ﹤0.01%
367
+33
1437
$24.8K ﹤0.01%
928
1438
$24.7K ﹤0.01%
516
-1,108
1439
$24.7K ﹤0.01%
384
+19
1440
$24.7K ﹤0.01%
147
-281
1441
$24.7K ﹤0.01%
511
-7
1442
$24.6K ﹤0.01%
26
1443
$24.6K ﹤0.01%
160
-314
1444
$24.4K ﹤0.01%
2,645
1445
$24.3K ﹤0.01%
252
1446
$24.2K ﹤0.01%
467
1447
$24.2K ﹤0.01%
277
-286
1448
$24.1K ﹤0.01%
1,980
-2,305
1449
$24.1K ﹤0.01%
251
-6,089
1450
$24K ﹤0.01%
210
-2,900
56 57
58
59 60