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
301
$1.4M 0.05%
34,856
+16,477
302
$1.39M 0.05%
31,916
+3,692
303
$1.38M 0.05%
13,478
-1,695
304
$1.37M 0.05%
32,498
+17,348
305
$1.37M 0.05%
14,574
-1,073
306
$1.35M 0.05%
29,904
+1,504
307
$1.35M 0.05%
30,774
-8,508
308
$1.34M 0.05%
61,114
+7,062
309
$1.34M 0.05%
26,465
-4,888
310
$1.34M 0.05%
49,345
+274
311
$1.34M 0.05%
5,792
+5,702
312
$1.33M 0.05%
27,891
+6,156
313
$1.33M 0.05%
1,761
-466
314
$1.32M 0.05%
5,559
-5,371
315
$1.31M 0.05%
120,298
+32,891
316
$1.31M 0.05%
56,440
+19,363
317
$1.28M 0.05%
55,959
+29,039
318
$1.28M 0.05%
70,194
-13,167
319
$1.28M 0.05%
6,003
-571
320
$1.27M 0.05%
+62,425
321
$1.26M 0.05%
24,772
+13,661
322
$1.24M 0.04%
29,842
-3,937
323
$1.23M 0.04%
8,754
-3,914
324
$1.22M 0.04%
46,728
+500
325
$1.22M 0.04%
12,116
-17,434
11 12
13
14 15