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
1451
$23.9K ﹤0.01%
2,240
1452
$23.9K ﹤0.01%
475
1453
$23.8K ﹤0.01%
965
-1,460
1454
$23.7K ﹤0.01%
183
-93
1455
$23.5K ﹤0.01%
3,528
-230
1456
$23.4K ﹤0.01%
1,035
1457
$23.4K ﹤0.01%
299
-22
1458
$23.3K ﹤0.01%
2,000
1459
$23.3K ﹤0.01%
494
+38
1460
$23.3K ﹤0.01%
641
+434
1461
$23.2K ﹤0.01%
+821
1462
$23.2K ﹤0.01%
900
1463
$23.1K ﹤0.01%
75
1464
$23.1K ﹤0.01%
781
+14
1465
$23K ﹤0.01%
45
-1
1466
$22.9K ﹤0.01%
480
+62
1467
$22.9K ﹤0.01%
2,385
-698
1468
$22.8K ﹤0.01%
+173
1469
$22.7K ﹤0.01%
411
-30
1470
$22.7K ﹤0.01%
230
1471
$22.6K ﹤0.01%
475
1472
$22.5K ﹤0.01%
280
+45
1473
$22.4K ﹤0.01%
281
+30
1474
$22.4K ﹤0.01%
825
-300
1475
$22.4K ﹤0.01%
393
-531