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
326
$1.2M 0.04%
32,307
+360
327
$1.2M 0.04%
5,052
-660
328
$1.2M 0.04%
3,921
+1,251
329
$1.2M 0.04%
41,334
-37,974
330
$1.18M 0.04%
5,212
+760
331
$1.18M 0.04%
19,794
-398
332
$1.18M 0.04%
5,144
-2,868
333
$1.18M 0.04%
20,200
+17,844
334
$1.18M 0.04%
6,302
-817
335
$1.18M 0.04%
4,950
-7,486
336
$1.17M 0.04%
2,953
-520
337
$1.16M 0.04%
8,519
-15,101
338
$1.15M 0.04%
20,745
+1,701
339
$1.14M 0.04%
12,470
-1,291
340
$1.14M 0.04%
62,849
-42,390
341
$1.14M 0.04%
28,779
342
$1.14M 0.04%
49,492
-16,523
343
$1.13M 0.04%
30,411
-1,180
344
$1.12M 0.04%
4,549
+2,158
345
$1.12M 0.04%
4,798
-1,649
346
$1.11M 0.04%
45,800
-22,488
347
$1.11M 0.04%
19,021
-10,035
348
$1.11M 0.04%
26,478
+22,786
349
$1.1M 0.04%
9,775
+3,688
350
$1.09M 0.04%
8,221
-24,742
12 13
14
15 16