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
251
$1.83M 0.07%
25,899
-13,493
252
$1.83M 0.07%
25,625
-17,832
253
$1.82M 0.07%
14,550
+9,741
254
$1.81M 0.06%
7,521
+523
255
$1.8M 0.06%
58,529
-552
256
$1.79M 0.06%
6,776
+4,320
257
$1.78M 0.06%
5,846
+1,101
258
$1.78M 0.06%
6,024
-6,462
259
$1.77M 0.06%
10,618
+6,279
260
$1.76M 0.06%
50,538
+42,412
261
$1.75M 0.06%
39,141
-9,101
262
$1.74M 0.06%
307
-14
263
$1.71M 0.06%
32,184
+437
264
$1.71M 0.06%
34,886
-3,073
265
$1.7M 0.06%
61,991
+26,106
266
$1.67M 0.06%
14,376
-1,548
267
$1.67M 0.06%
13,993
-2,345
268
$1.64M 0.06%
9,953
+111
269
$1.64M 0.06%
33,033
+6,063
270
$1.63M 0.06%
37,657
-14,134
271
$1.62M 0.06%
5,803
-263
272
$1.62M 0.06%
10,176
-6,425
273
$1.62M 0.06%
8,153
-6,659
274
$1.6M 0.06%
11,512
-514
275
$1.6M 0.06%
45,700
-3,764
9 10
11
12 13