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
1851
$6.86K ﹤0.01%
180
-712
1852
$6.86K ﹤0.01%
31
1853
$6.85K ﹤0.01%
188
1854
$6.85K ﹤0.01%
100
-2
1855
$6.84K ﹤0.01%
300
1856
$6.84K ﹤0.01%
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+15
1857
$6.83K ﹤0.01%
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1858
$6.81K ﹤0.01%
480
1859
$6.79K ﹤0.01%
650
-975
1860
$6.78K ﹤0.01%
47
-80
1861
$6.77K ﹤0.01%
170
-1,232
1862
$6.76K ﹤0.01%
55
1863
$6.72K ﹤0.01%
161
-146
1864
$6.7K ﹤0.01%
35
1865
$6.69K ﹤0.01%
75
-510
1866
$6.69K ﹤0.01%
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1867
$6.67K ﹤0.01%
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1868
$6.66K ﹤0.01%
133
-645
1869
$6.62K ﹤0.01%
169
+2
1870
$6.48K ﹤0.01%
126
+43
1871
$6.42K ﹤0.01%
765
-43
1872
$6.4K ﹤0.01%
100
-162
1873
$6.4K ﹤0.01%
100
1874
$6.39K ﹤0.01%
224
1875
$6.34K ﹤0.01%
500
73 74
75
76 77