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
2126
$2.55K ﹤0.01%
32
+1
2127
$2.54K ﹤0.01%
109
-717
2128
$2.53K ﹤0.01%
30
2129
$2.51K ﹤0.01%
50
+25
2130
$2.51K ﹤0.01%
249
2131
$2.49K ﹤0.01%
717
-518
2132
$2.49K ﹤0.01%
20
2133
$2.48K ﹤0.01%
330
2134
$2.48K ﹤0.01%
+85
2135
$2.47K ﹤0.01%
84
+21
2136
$2.47K ﹤0.01%
88
2137
$2.46K ﹤0.01%
200
2138
$2.44K ﹤0.01%
88
-45
2139
$2.42K ﹤0.01%
+28
2140
$2.39K ﹤0.01%
79
2141
$2.38K ﹤0.01%
117
2142
$2.38K ﹤0.01%
3,662
+24
2143
$2.37K ﹤0.01%
55
-99
2144
$2.35K ﹤0.01%
64
2145
$2.35K ﹤0.01%
2
-13
2146
$2.32K ﹤0.01%
150
-30
2147
$2.32K ﹤0.01%
34
2148
$2.32K ﹤0.01%
37
2149
$2.27K ﹤0.01%
59
2150
$2.27K ﹤0.01%
+50
84 85
86
87 88