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
1876
$6.31K ﹤0.01%
72
+18
1877
$6.29K ﹤0.01%
57
-100
1878
$6.28K ﹤0.01%
110
-7,045
1879
$6.26K ﹤0.01%
100
1880
$6.26K ﹤0.01%
200
1881
$6.21K ﹤0.01%
350
1882
$6.19K ﹤0.01%
220
1883
$6.19K ﹤0.01%
104
-17
1884
$6.18K ﹤0.01%
119
-46
1885
$6.18K ﹤0.01%
86
1886
$6.15K ﹤0.01%
150
+50
1887
$6.14K ﹤0.01%
1,200
+450
1888
$6.13K ﹤0.01%
262
+1
1889
$6.12K ﹤0.01%
+25
1890
$6.09K ﹤0.01%
208
1891
$6.05K ﹤0.01%
444
1892
$6K ﹤0.01%
4,760
-430
1893
$5.98K ﹤0.01%
108
+2
1894
$5.93K ﹤0.01%
183
-310
1895
$5.9K ﹤0.01%
120
-86
1896
$5.87K ﹤0.01%
3
-2
1897
$5.86K ﹤0.01%
100
1898
$5.86K ﹤0.01%
114
1899
$5.85K ﹤0.01%
160
-100
1900
$5.83K ﹤0.01%
840
74 75
76
77 78