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
1576
$16.8K ﹤0.01%
+263
1577
$16.5K ﹤0.01%
205
-35
1578
$16.5K ﹤0.01%
277
-2
1579
$16.5K ﹤0.01%
539
-348
1580
$16.4K ﹤0.01%
+1,000
1581
$16.4K ﹤0.01%
208
-24
1582
$16.4K ﹤0.01%
449
-1,785
1583
$16.3K ﹤0.01%
59
1584
$16.3K ﹤0.01%
12,105
+5,963
1585
$16.1K ﹤0.01%
417
+27
1586
$16.1K ﹤0.01%
1,851
+15
1587
$16K ﹤0.01%
496
+6
1588
$15.9K ﹤0.01%
115
+1
1589
$15.9K ﹤0.01%
500
1590
$15.7K ﹤0.01%
110
+1
1591
$15.6K ﹤0.01%
+574
1592
$15.6K ﹤0.01%
3,000
1593
$15.5K ﹤0.01%
1,112
-186
1594
$15.5K ﹤0.01%
167
-525
1595
$15.5K ﹤0.01%
1,000
1596
$15.5K ﹤0.01%
324
1597
$15.2K ﹤0.01%
500
1598
$15.1K ﹤0.01%
171
+2
1599
$15.1K ﹤0.01%
604
+306
1600
$15.1K ﹤0.01%
+1,783
62 63
64
65 66