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
2051
$3.4K ﹤0.01%
10
+1
2052
$3.4K ﹤0.01%
32
2053
$3.39K ﹤0.01%
42
2054
$3.39K ﹤0.01%
113
2055
$3.38K ﹤0.01%
111
-77
2056
$3.36K ﹤0.01%
1,000
2057
$3.36K ﹤0.01%
91
+1
2058
$3.35K ﹤0.01%
263
-103
2059
$3.3K ﹤0.01%
44
-57,816
2060
$3.3K ﹤0.01%
110
-10
2061
$3.28K ﹤0.01%
2,000
-6
2062
$3.27K ﹤0.01%
19
-105
2063
$3.27K ﹤0.01%
27
2064
$3.25K ﹤0.01%
205
+3
2065
$3.25K ﹤0.01%
237
2066
$3.24K ﹤0.01%
40
2067
$3.23K ﹤0.01%
1,000
2068
$3.23K ﹤0.01%
+100
2069
$3.21K ﹤0.01%
+200
2070
$3.15K ﹤0.01%
566
-287
2071
$3.14K ﹤0.01%
297
-214
2072
$3.14K ﹤0.01%
869
+53
2073
$3.14K ﹤0.01%
299
2074
$3.13K ﹤0.01%
15
-1
2075
$3.13K ﹤0.01%
50
-2,746
81 82
83
84 85