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
1951
$4.91K ﹤0.01%
+441
1952
$4.9K ﹤0.01%
207
-234
1953
$4.88K ﹤0.01%
250
1954
$4.88K ﹤0.01%
167
-91
1955
$4.87K ﹤0.01%
+59
1956
$4.87K ﹤0.01%
212
1957
$4.86K ﹤0.01%
242
-1,051
1958
$4.85K ﹤0.01%
61
-1
1959
$4.82K ﹤0.01%
39
1960
$4.82K ﹤0.01%
74
1961
$4.79K ﹤0.01%
300
-17
1962
$4.78K ﹤0.01%
39
1963
$4.77K ﹤0.01%
68
1964
$4.76K ﹤0.01%
330
1965
$4.75K ﹤0.01%
+95
1966
$4.74K ﹤0.01%
176
+41
1967
$4.72K ﹤0.01%
99
1968
$4.71K ﹤0.01%
53
1969
$4.7K ﹤0.01%
44
-3
1970
$4.7K ﹤0.01%
1,000
1971
$4.69K ﹤0.01%
400
1972
$4.69K ﹤0.01%
498
+40
1973
$4.63K ﹤0.01%
37
-125
1974
$4.61K ﹤0.01%
20
1975
$4.6K ﹤0.01%
172
-232
77 78
79
80 81