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
1676
$11.5K ﹤0.01%
110
1677
$11.5K ﹤0.01%
451
-187
1678
$11.5K ﹤0.01%
902
1679
$11.4K ﹤0.01%
109
+7
1680
$11.3K ﹤0.01%
6,510
-270
1681
$11.3K ﹤0.01%
167
-97
1682
$11.3K ﹤0.01%
+400
1683
$11.2K ﹤0.01%
96
+71
1684
$11.2K ﹤0.01%
525
1685
$11.2K ﹤0.01%
2,046
1686
$11.1K ﹤0.01%
+762
1687
$11.1K ﹤0.01%
135
-271
1688
$11.1K ﹤0.01%
100
-1,041
1689
$11.1K ﹤0.01%
855
+18
1690
$11.1K ﹤0.01%
125
-2
1691
$11K ﹤0.01%
364
+199
1692
$11K ﹤0.01%
+145
1693
$11K ﹤0.01%
364
1694
$10.9K ﹤0.01%
72
-1
1695
$10.9K ﹤0.01%
500
1696
$10.9K ﹤0.01%
184
1697
$10.9K ﹤0.01%
150
1698
$10.9K ﹤0.01%
200
1699
$10.9K ﹤0.01%
+2,000
1700
$10.8K ﹤0.01%
250
+25
66 67
68
69 70