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
401
$794K 0.03%
3,198
-555
402
$792K 0.03%
51,105
-755
403
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55,974
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405
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406
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12,845
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407
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5,811
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408
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19,609
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409
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410
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10,490
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411
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413
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19,104
414
$773K 0.03%
19,310
415
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14,615
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416
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418
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25,207
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419
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19,404
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421
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2,005
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422
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+3,062
423
$748K 0.03%
6,629
+5,861
424
$747K 0.03%
30,575
-20,670
425
$743K 0.03%
92,669
+24,273
15 16
17
18 19