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
1501
$21.2K ﹤0.01%
1,381
+704
1502
$21.2K ﹤0.01%
2,311
1503
$21.2K ﹤0.01%
1,211
+6
1504
$21.1K ﹤0.01%
432
-56
1505
$21.1K ﹤0.01%
329
+97
1506
$20.8K ﹤0.01%
9,500
+5,000
1507
$20.7K ﹤0.01%
+5,700
1508
$20.6K ﹤0.01%
560
-268
1509
$20.6K ﹤0.01%
548
+2
1510
$20.6K ﹤0.01%
871
-116
1511
$20.5K ﹤0.01%
5,594
1512
$20.5K ﹤0.01%
268
+247
1513
$20.5K ﹤0.01%
928
+296
1514
$20.4K ﹤0.01%
162
-8
1515
$20.4K ﹤0.01%
+950
1516
$20.3K ﹤0.01%
+419
1517
$20.3K ﹤0.01%
223
-253
1518
$20.3K ﹤0.01%
+400
1519
$20.3K ﹤0.01%
183
+76
1520
$20.3K ﹤0.01%
1,278
+73
1521
$20K ﹤0.01%
123
-392
1522
$20K ﹤0.01%
9,370
-549
1523
$19.7K ﹤0.01%
175
1524
$19.6K ﹤0.01%
427
-215
1525
$19.6K ﹤0.01%
59
-62
59 60
61
62 63