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
1526
$19.4K ﹤0.01%
168
1527
$19.4K ﹤0.01%
409
-70
1528
$19.3K ﹤0.01%
183
-1,864
1529
$19.3K ﹤0.01%
+101
1530
$19.2K ﹤0.01%
66
-73
1531
$19.1K ﹤0.01%
+384
1532
$19K ﹤0.01%
200
1533
$18.9K ﹤0.01%
226
-1,263
1534
$18.8K ﹤0.01%
4,300
+1,000
1535
$18.8K ﹤0.01%
296
+2
1536
$18.6K ﹤0.01%
148
-23
1537
$18.6K ﹤0.01%
1,000
-59,788
1538
$18.5K ﹤0.01%
339
1539
$18.5K ﹤0.01%
792
-1,533
1540
$18.4K ﹤0.01%
36
-11
1541
$18.3K ﹤0.01%
+100
1542
$18.3K ﹤0.01%
+554
1543
$18.2K ﹤0.01%
200
-132
1544
$18.2K ﹤0.01%
544
+14
1545
$18.2K ﹤0.01%
58
+1
1546
$18.2K ﹤0.01%
1,902
+12
1547
$18.2K ﹤0.01%
70
-62
1548
$18.1K ﹤0.01%
2,089
-442
1549
$17.8K ﹤0.01%
382
-33
1550
$17.8K ﹤0.01%
99
+2
60 61
62
63 64