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
1551
$17.8K ﹤0.01%
782
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1552
$17.7K ﹤0.01%
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1553
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128
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1,320
+110
1555
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1,117
1556
$17.5K ﹤0.01%
+535
1557
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17,847
+80
1558
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512
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100
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+2
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$17.2K ﹤0.01%
171
-2,506
1564
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+25
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550
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$16.9K ﹤0.01%
229
-15
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$16.9K ﹤0.01%
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$16.8K ﹤0.01%
96
-2,104
1573
$16.8K ﹤0.01%
102
1574
$16.8K ﹤0.01%
500
1575
$16.8K ﹤0.01%
183
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