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
626
$319K 0.01%
17,422
-3,604
627
$318K 0.01%
7,223
-3,168
628
$313K 0.01%
2,330
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629
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$311K 0.01%
11,848
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631
$310K 0.01%
6,895
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632
$308K 0.01%
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-563
633
$307K 0.01%
4,892
-1,465
634
$307K 0.01%
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635
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14,100
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636
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637
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638
$304K 0.01%
2,951
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639
$303K 0.01%
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640
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$300K 0.01%
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$299K 0.01%
8,665
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647
$298K 0.01%
3,118
-1,651
648
$297K 0.01%
8,092
-5,519
649
$295K 0.01%
43,325
+22,650
650
$294K 0.01%
600
+300
24 25
26
27 28