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
1751
$9.1K ﹤0.01%
227,531
+9,064
1752
$9.07K ﹤0.01%
270
+1
1753
$9.02K ﹤0.01%
1,327
1754
$9K ﹤0.01%
369
1755
$8.99K ﹤0.01%
132
-2
1756
$8.98K ﹤0.01%
5
-3
1757
$8.95K ﹤0.01%
20
-7
1758
$8.92K ﹤0.01%
291
-531
1759
$8.88K ﹤0.01%
104
1760
$8.87K ﹤0.01%
117
-104
1761
$8.87K ﹤0.01%
1,131
+21
1762
$8.86K ﹤0.01%
777
-133
1763
$8.85K ﹤0.01%
86
-38
1764
$8.82K ﹤0.01%
800
1765
$8.8K ﹤0.01%
67
-1
1766
$8.74K ﹤0.01%
363
+4
1767
$8.64K ﹤0.01%
150
1768
$8.63K ﹤0.01%
294
-3,965
1769
$8.58K ﹤0.01%
100
1770
$8.55K ﹤0.01%
223
-592
1771
$8.54K ﹤0.01%
119
1772
$8.52K ﹤0.01%
564
1773
$8.52K ﹤0.01%
52
-287
1774
$8.5K ﹤0.01%
600
1775
$8.44K ﹤0.01%
203
+1
69 70
71
72 73