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
1776
$8.42K ﹤0.01%
250
1777
$8.4K ﹤0.01%
260
1778
$8.39K ﹤0.01%
98
-13
1779
$8.31K ﹤0.01%
+125
1780
$8.29K ﹤0.01%
535
1781
$8.28K ﹤0.01%
124
-115
1782
$8.27K ﹤0.01%
500
1783
$8.27K ﹤0.01%
92
-180
1784
$8.23K ﹤0.01%
329
1785
$8.21K ﹤0.01%
+1,500
1786
$8.17K ﹤0.01%
212
+4
1787
$8.16K ﹤0.01%
300
1788
$8.14K ﹤0.01%
761
-492
1789
$8.14K ﹤0.01%
129
+4
1790
$8.13K ﹤0.01%
617
1791
$8.1K ﹤0.01%
222
-176
1792
$8.09K ﹤0.01%
341
-74
1793
$8.07K ﹤0.01%
264
1794
$8.07K ﹤0.01%
170
1795
$8.06K ﹤0.01%
1,000
1796
$8.03K ﹤0.01%
88
-17,068
1797
$7.99K ﹤0.01%
323
-994
1798
$7.99K ﹤0.01%
2,038
-1,472
1799
$7.98K ﹤0.01%
116
1800
$7.88K ﹤0.01%
1,000
70 71
72
73 74