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
2501
– –
-201
2502
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-8
2503
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-506
2504
– –
-9
2505
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-400
2506
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-2,250
2507
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-600
2508
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-17
2509
– –
-1,600
2510
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-267
2511
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-200
2512
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-121
2513
– –
-1,173
2514
– –
-100
2515
– –
-1,045
2516
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-76
2517
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-161
2518
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-1,000
2519
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-40
2520
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-67
2521
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-39
2522
– –
-162
2523
– –
-200
2524
– –
-230
2525
– –
-1,000
99 100
101
102 103