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
2151
$2.2K ﹤0.01%
21
-125
2152
$2.18K ﹤0.01%
79
-500
2153
$2.18K ﹤0.01%
100
2154
$2.18K ﹤0.01%
11
-1
2155
$2.17K ﹤0.01%
12
2156
$2.15K ﹤0.01%
40
-17
2157
$2.13K ﹤0.01%
22
-3,604
2158
$2.13K ﹤0.01%
65
-100
2159
$2.11K ﹤0.01%
30
2160
$2.11K ﹤0.01%
20
-2,936
2161
$2.11K ﹤0.01%
+786
2162
$2.1K ﹤0.01%
20
2163
$2.06K ﹤0.01%
22
2164
$2.05K ﹤0.01%
96
2165
$2.03K ﹤0.01%
12
2166
$2.02K ﹤0.01%
6
-14
2167
$2.02K ﹤0.01%
147
-400
2168
$2.01K ﹤0.01%
80
2169
$2.01K ﹤0.01%
124
+63
2170
$1.99K ﹤0.01%
245
-177
2171
$1.98K ﹤0.01%
710
2172
$1.98K ﹤0.01%
84
-455
2173
$1.98K ﹤0.01%
100
2174
$1.98K ﹤0.01%
478
+4
2175
$1.97K ﹤0.01%
355
-5,097
85 86
87
88 89