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
451
$662K 0.02%
2,850
+267
452
$662K 0.02%
1,632
-297
453
$662K 0.02%
10,345
-579
454
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14,775
-1,450
455
$656K 0.02%
14,288
+11,549
456
$650K 0.02%
5,053
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457
$645K 0.02%
5,468
-1,699
458
$643K 0.02%
20,207
459
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14,811
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460
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10,023
-1,092
461
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14,114
-53,381
462
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4,386
-4,622
463
$614K 0.02%
9,511
+8,889
464
$613K 0.02%
6,053
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465
$612K 0.02%
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466
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468
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16,771
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469
$594K 0.02%
25,404
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470
$593K 0.02%
4,466
-130
471
$592K 0.02%
2,698
-1,603
472
$591K 0.02%
+14,970
473
$587K 0.02%
4,748
-283
474
$586K 0.02%
26,178
-38,723
475
$585K 0.02%
2,333
+16
17 18
19
20 21