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
351
$1.08M 0.04%
15,431
-669
352
$1.08M 0.04%
20,700
-273
353
$1.07M 0.04%
31,046
+5,319
354
$1.06M 0.04%
2,094
-4,896
355
$1.06M 0.04%
13,170
-4,505
356
$1.05M 0.04%
3,173
-1,557
357
$1.05M 0.04%
3,449
+1,859
358
$1.05M 0.04%
5,717
-511
359
$1.03M 0.04%
12,656
+627
360
$1.03M 0.04%
3,046
-3,056
361
$1.03M 0.04%
12,395
-5,114
362
$1.01M 0.04%
12,399
-3,604
363
$1,000K 0.04%
4,055
-1,247
364
$979K 0.04%
3,423
+666
365
$977K 0.04%
18,483
-834
366
$974K 0.04%
12,574
+1,203
367
$968K 0.03%
51,197
+13,287
368
$964K 0.03%
3,378
-256
369
$959K 0.03%
929
-701
370
$954K 0.03%
18,315
-10,117
371
$953K 0.03%
10,623
-8,023
372
$951K 0.03%
16,823
-6,588
373
$949K 0.03%
25,105
+13,940
374
$948K 0.03%
6,014
+3,957
375
$944K 0.03%
16,330
13 14
15
16 17