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
2251
$1.21K ﹤0.01%
86
2252
$1.19K ﹤0.01%
40
-37
2253
$1.19K ﹤0.01%
77
2254
$1.18K ﹤0.01%
85
2255
$1.18K ﹤0.01%
+100
2256
$1.16K ﹤0.01%
+26
2257
$1.15K ﹤0.01%
20
-481
2258
$1.14K ﹤0.01%
13
2259
$1.14K ﹤0.01%
800
2260
$1.13K ﹤0.01%
11
2261
$1.13K ﹤0.01%
133
-19
2262
$1.12K ﹤0.01%
26
2263
$1.11K ﹤0.01%
422
2264
$1.11K ﹤0.01%
70
+10
2265
$1.1K ﹤0.01%
30
2266
$1.1K ﹤0.01%
27
-736
2267
$1.1K ﹤0.01%
22
+1
2268
$1.09K ﹤0.01%
+62
2269
$1.06K ﹤0.01%
300
2270
$1.05K ﹤0.01%
5
-20
2271
$1.04K ﹤0.01%
14
-239
2272
$1.04K ﹤0.01%
100
2273
$1.04K ﹤0.01%
9
2274
$1.04K ﹤0.01%
6
-1
2275
$1.03K ﹤0.01%
+260
89 90
91
92 93