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
2276
$1.03K ﹤0.01%
+25
2277
$1.02K ﹤0.01%
50
2278
$1.02K ﹤0.01%
66
2279
$1.01K ﹤0.01%
30
2280
$1K ﹤0.01%
16
2281
$1K ﹤0.01%
+4
2282
$992 ﹤0.01%
100
2283
$991 ﹤0.01%
15
2284
$987 ﹤0.01%
45
-2
2285
$981 ﹤0.01%
+110
2286
$971 ﹤0.01%
104
-1
2287
$965 ﹤0.01%
+250
2288
$957 ﹤0.01%
370
2289
$953 ﹤0.01%
18
2290
$947 ﹤0.01%
+25
2291
$945 ﹤0.01%
+250
2292
$929 ﹤0.01%
+18
2293
$924 ﹤0.01%
+46
2294
$918 ﹤0.01%
29
2295
$915 ﹤0.01%
66
2296
$911 ﹤0.01%
18
2297
$907 ﹤0.01%
5
2298
$906 ﹤0.01%
200
2299
$900 ﹤0.01%
78
2300
$895 ﹤0.01%
+28
90 91
92
93 94