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
1926
$5.24K ﹤0.01%
+50
1927
$5.24K ﹤0.01%
167
+20
1928
$5.21K ﹤0.01%
80
+45
1929
$5.2K ﹤0.01%
49
-229
1930
$5.12K ﹤0.01%
174
1931
$5.11K ﹤0.01%
82
1932
$5.08K ﹤0.01%
53
-239
1933
$5.08K ﹤0.01%
40
-90
1934
$5.07K ﹤0.01%
40
+6
1935
$5.06K ﹤0.01%
109
1936
$5.05K ﹤0.01%
490
-120
1937
$5.04K ﹤0.01%
1,397
+23
1938
$5.04K ﹤0.01%
1,713
-1,236
1939
$5.03K ﹤0.01%
154
1940
$5.03K ﹤0.01%
200
1941
$5.03K ﹤0.01%
134
-378
1942
$5.02K ﹤0.01%
181
1943
$5.02K ﹤0.01%
37
-132
1944
$5.02K ﹤0.01%
400
-19
1945
$5.01K ﹤0.01%
467
+10
1946
$5K ﹤0.01%
31
-50
1947
$4.99K ﹤0.01%
+72
1948
$4.98K ﹤0.01%
3,000
1949
$4.94K ﹤0.01%
125
1950
$4.91K ﹤0.01%
787
-568
76 77
78
79 80