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
1701
$10.7K ﹤0.01%
140
1702
$10.6K ﹤0.01%
+100
1703
$10.6K ﹤0.01%
408
1704
$10.6K ﹤0.01%
225
+2
1705
$10.5K ﹤0.01%
51
+25
1706
$10.5K ﹤0.01%
122
1707
$10.4K ﹤0.01%
122
1708
$10.4K ﹤0.01%
+300
1709
$10.3K ﹤0.01%
+300
1710
$10.3K ﹤0.01%
105
-1
1711
$10.3K ﹤0.01%
42
1712
$10.3K ﹤0.01%
644
-985
1713
$10.3K ﹤0.01%
100
-16,328
1714
$10.2K ﹤0.01%
600
1715
$10.2K ﹤0.01%
244
1716
$10.1K ﹤0.01%
494
-2,777
1717
$10.1K ﹤0.01%
47
-11
1718
$10.1K ﹤0.01%
241
1719
$10K ﹤0.01%
1,937
-999
1720
$10K ﹤0.01%
86
-122
1721
$9.98K ﹤0.01%
250
1722
$9.96K ﹤0.01%
+100
1723
$9.96K ﹤0.01%
544
-11,747
1724
$9.94K ﹤0.01%
73
-1
1725
$9.81K ﹤0.01%
277
-186
67 68
69
70 71