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
276
$1.58M 0.06%
28,195
-38,447
277
$1.58M 0.06%
24,640
-4,140
278
$1.56M 0.06%
48,578
+40,912
279
$1.56M 0.06%
+54,283
280
$1.56M 0.06%
25,428
281
$1.55M 0.06%
95,445
+3,195
282
$1.54M 0.06%
6,044
+3,458
283
$1.53M 0.05%
17,876
-7,240
284
$1.53M 0.05%
32,387
+3
285
$1.52M 0.05%
17,851
+9,824
286
$1.51M 0.05%
20,452
-7,825
287
$1.49M 0.05%
26,163
-14,439
288
$1.49M 0.05%
17,271
-466
289
$1.49M 0.05%
7,539
-190
290
$1.47M 0.05%
11,080
-621
291
$1.47M 0.05%
8,901
-1,039
292
$1.46M 0.05%
1,394
-267
293
$1.45M 0.05%
1,811
-8
294
$1.45M 0.05%
18,737
-572
295
$1.44M 0.05%
10,832
-3,105
296
$1.44M 0.05%
14,198
-343
297
$1.42M 0.05%
4,877
+413
298
$1.41M 0.05%
27,155
-2,127
299
$1.4M 0.05%
46,762
-1,111
300
$1.4M 0.05%
63,751
-10,996
10 11
12
13 14