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
501
$511K 0.02%
24,377
-2,748
502
$506K 0.02%
2,083
+5
503
$505K 0.02%
6,687
+16
504
$502K 0.02%
157,875
+45,486
505
$499K 0.02%
8,417
-2,671
506
$497K 0.02%
11,130
507
$497K 0.02%
25,972
-17,634
508
$496K 0.02%
13,953
509
$491K 0.02%
4,186
-2,426
510
$491K 0.02%
2,485
-1,937
511
$490K 0.02%
43,690
+19,595
512
$486K 0.02%
17,700
513
$484K 0.02%
11,398
-3,874
514
$482K 0.02%
6,988
-216
515
$482K 0.02%
3,750
+1,096
516
$480K 0.02%
10,406
+6,423
517
$479K 0.02%
14,683
518
$477K 0.02%
11,047
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519
$476K 0.02%
5,509
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520
$475K 0.02%
889
-540
521
$474K 0.02%
17,397
-2
522
$473K 0.02%
27,950
523
$473K 0.02%
4,180
524
$473K 0.02%
4,554
-17,204
525
$469K 0.02%
854
-396
19 20
21
22 23