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
1651
$12.3K ﹤0.01%
268
+18
1652
$12.3K ﹤0.01%
165
-24,107
1653
$12.2K ﹤0.01%
1,302
1654
$12.2K ﹤0.01%
1,441
1655
$12.1K ﹤0.01%
+177
1656
$12.1K ﹤0.01%
92
1657
$12.1K ﹤0.01%
61
1658
$12.1K ﹤0.01%
+104
1659
$12.1K ﹤0.01%
+200
1660
$12K ﹤0.01%
1,200
-2,880
1661
$12K ﹤0.01%
148
1662
$12K ﹤0.01%
+200
1663
$12K ﹤0.01%
400
-225
1664
$12K ﹤0.01%
133
+4
1665
$11.9K ﹤0.01%
119
1666
$11.9K ﹤0.01%
317
-504
1667
$11.9K ﹤0.01%
40
+3
1668
$11.9K ﹤0.01%
587
-613
1669
$11.9K ﹤0.01%
280
-925
1670
$11.9K ﹤0.01%
52
+29
1671
$11.8K ﹤0.01%
200
-500
1672
$11.7K ﹤0.01%
51
-585
1673
$11.7K ﹤0.01%
3,400
-20
1674
$11.7K ﹤0.01%
330
-4,700
1675
$11.6K ﹤0.01%
383
+1
65 66
67
68 69