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
1726
$9.78K ﹤0.01%
100
1727
$9.74K ﹤0.01%
200
1728
$9.7K ﹤0.01%
250
1729
$9.66K ﹤0.01%
68
1730
$9.65K ﹤0.01%
275
1731
$9.63K ﹤0.01%
935
+6
1732
$9.62K ﹤0.01%
6,500
1733
$9.59K ﹤0.01%
1,061
-193
1734
$9.59K ﹤0.01%
311
1735
$9.58K ﹤0.01%
1,000
1736
$9.54K ﹤0.01%
3,079
1737
$9.5K ﹤0.01%
1,154
-834
1738
$9.47K ﹤0.01%
189
1739
$9.46K ﹤0.01%
101
+1
1740
$9.45K ﹤0.01%
51
-12
1741
$9.36K ﹤0.01%
65
-17
1742
$9.32K ﹤0.01%
352
1743
$9.3K ﹤0.01%
53
-117
1744
$9.29K ﹤0.01%
+110
1745
$9.26K ﹤0.01%
248
-286
1746
$9.21K ﹤0.01%
242
+32
1747
$9.2K ﹤0.01%
227
-146
1748
$9.19K ﹤0.01%
400
1749
$9.15K ﹤0.01%
186
1750
$9.14K ﹤0.01%
171
68 69
70
71 72