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
226
$2M 0.07%
49,469
-3,428
227
$2M 0.07%
21,348
+7,416
228
$1.99M 0.07%
47,706
+17,079
229
$1.98M 0.07%
25,043
-15,557
230
$1.98M 0.07%
10,897
-14,873
231
$1.98M 0.07%
14,574
-364
232
$1.97M 0.07%
23,241
-2,395
233
$1.97M 0.07%
15,320
-7,160
234
$1.95M 0.07%
32,525
+3,683
235
$1.95M 0.07%
6,112
-1,703
236
$1.95M 0.07%
8,848
-849
237
$1.94M 0.07%
8,883
-9,657
238
$1.94M 0.07%
53,138
-22,171
239
$1.94M 0.07%
43,583
-5,108
240
$1.92M 0.07%
45,156
-25,583
241
$1.92M 0.07%
42,910
-18,308
242
$1.9M 0.07%
512
-317
243
$1.9M 0.07%
44,985
-749
244
$1.89M 0.07%
9,040
-31
245
$1.89M 0.07%
16,844
-2,616
246
$1.88M 0.07%
21,619
+15,814
247
$1.87M 0.07%
7,600
-585
248
$1.86M 0.07%
5,303
+1,359
249
$1.85M 0.07%
58,581
-24,973
250
$1.85M 0.07%
63,284
+6,795
8 9
10
11 12