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
1801
$7.88K ﹤0.01%
205
1802
$7.84K ﹤0.01%
105
-187
1803
$7.83K ﹤0.01%
438
1804
$7.82K ﹤0.01%
294
1805
$7.76K ﹤0.01%
+1,134
1806
$7.75K ﹤0.01%
85
-63
1807
$7.73K ﹤0.01%
79
1808
$7.73K ﹤0.01%
900
1809
$7.73K ﹤0.01%
226
+8
1810
$7.72K ﹤0.01%
153
1811
$7.68K ﹤0.01%
82
-3
1812
$7.65K ﹤0.01%
230
1813
$7.61K ﹤0.01%
211
+1
1814
$7.53K ﹤0.01%
299
1815
$7.53K ﹤0.01%
119
1816
$7.51K ﹤0.01%
84
-4
1817
$7.5K ﹤0.01%
308
1818
$7.48K ﹤0.01%
187
1819
$7.4K ﹤0.01%
100
-300
1820
$7.4K ﹤0.01%
44
1821
$7.39K ﹤0.01%
142
-14,085
1822
$7.37K ﹤0.01%
263
+22
1823
$7.34K ﹤0.01%
88
1824
$7.33K ﹤0.01%
74
-7
1825
$7.32K ﹤0.01%
800
71 72
73
74 75