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
1476
$22.3K ﹤0.01%
331
+4
1477
$22.3K ﹤0.01%
157
1478
$22.3K ﹤0.01%
425
1479
$22.2K ﹤0.01%
200
1480
$22.2K ﹤0.01%
1,860
1481
$22.1K ﹤0.01%
2,500
-5,700
1482
$22.1K ﹤0.01%
+360
1483
$22.1K ﹤0.01%
2,663
+29
1484
$22.1K ﹤0.01%
300
-5,996
1485
$22.1K ﹤0.01%
+300
1486
$22.1K ﹤0.01%
3,805
+100
1487
$21.8K ﹤0.01%
1,737
1488
$21.8K ﹤0.01%
242
-215
1489
$21.8K ﹤0.01%
+655
1490
$21.8K ﹤0.01%
1,550
-90
1491
$21.7K ﹤0.01%
138
+3
1492
$21.6K ﹤0.01%
251
-1
1493
$21.5K ﹤0.01%
256
-138
1494
$21.5K ﹤0.01%
315
-18
1495
$21.5K ﹤0.01%
559
1496
$21.5K ﹤0.01%
102
-244
1497
$21.5K ﹤0.01%
113
-13
1498
$21.4K ﹤0.01%
510
-134
1499
$21.3K ﹤0.01%
300
1500
$21.3K ﹤0.01%
211
+164
58 59
60
61 62