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
551
$421K 0.02%
575
-92
552
$418K 0.02%
4,593
+2,091
553
$414K 0.01%
39,200
+1,500
554
$413K 0.01%
4,102
+3
555
$407K 0.01%
12,117
-34
556
$407K 0.01%
5,496
+262
557
$406K 0.01%
16,754
+414
558
$405K 0.01%
4,051
+3,741
559
$405K 0.01%
5,540
-300
560
$401K 0.01%
9,481
-3,061
561
$400K 0.01%
2,858
+8
562
$399K 0.01%
18,634
-7,340
563
$399K 0.01%
9,184
-23,026
564
$398K 0.01%
2,582
-1,809
565
$396K 0.01%
3,133
-557
566
$394K 0.01%
3,246
-5,781
567
$392K 0.01%
13,320
+1,338
568
$390K 0.01%
46,050
+35,550
569
$387K 0.01%
11,457
-54,109
570
$384K 0.01%
7,451
-1,501
571
$383K 0.01%
13,870
+37
572
$382K 0.01%
745
+53
573
$381K 0.01%
1,020
-940
574
$380K 0.01%
5,586
-1,554
575
$378K 0.01%
+2,601
21 22
23
24 25