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
2176
$1.96K ﹤0.01%
20
-19
2177
$1.95K ﹤0.01%
200
2178
$1.95K ﹤0.01%
20
2179
$1.95K ﹤0.01%
+74
2180
$1.92K ﹤0.01%
150
+20
2181
$1.91K ﹤0.01%
37
2182
$1.9K ﹤0.01%
59
-10
2183
$1.9K ﹤0.01%
16
2184
$1.89K ﹤0.01%
229
2185
$1.88K ﹤0.01%
20
2186
$1.87K ﹤0.01%
258
2187
$1.86K ﹤0.01%
29
-2
2188
$1.86K ﹤0.01%
77
-32,983
2189
$1.85K ﹤0.01%
+29
2190
$1.83K ﹤0.01%
160
2191
$1.81K ﹤0.01%
74
+51
2192
$1.81K ﹤0.01%
42
-5
2193
$1.8K ﹤0.01%
44
2194
$1.79K ﹤0.01%
100
2195
$1.78K ﹤0.01%
35
+1
2196
$1.78K ﹤0.01%
76
-7
2197
$1.77K ﹤0.01%
33
+1
2198
$1.76K ﹤0.01%
40
2199
$1.75K ﹤0.01%
38
-8
2200
$1.75K ﹤0.01%
+100
86 87
88
89 90