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
2076
$3.11K ﹤0.01%
29
2077
$3.1K ﹤0.01%
40
2078
$3.1K ﹤0.01%
68
-9,458
2079
$3.09K ﹤0.01%
283
2080
$3.08K ﹤0.01%
475
2081
$3.08K ﹤0.01%
763
2082
$3.08K ﹤0.01%
715
-2,815
2083
$3.03K ﹤0.01%
170
2084
$3.03K ﹤0.01%
+557
2085
$3.03K ﹤0.01%
54
2086
$3.02K ﹤0.01%
409
2087
$2.99K ﹤0.01%
50
-618
2088
$2.96K ﹤0.01%
39
2089
$2.94K ﹤0.01%
32
+1
2090
$2.93K ﹤0.01%
55
+1
2091
$2.92K ﹤0.01%
258
2092
$2.91K ﹤0.01%
42
2093
$2.9K ﹤0.01%
40
-900
2094
$2.9K ﹤0.01%
314
2095
$2.89K ﹤0.01%
180
+5
2096
$2.88K ﹤0.01%
1,600
2097
$2.84K ﹤0.01%
25
2098
$2.83K ﹤0.01%
113
+1
2099
$2.83K ﹤0.01%
+19
2100
$2.81K ﹤0.01%
11
82 83
84
85 86