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
651
$294K 0.01%
5,275
+3,981
652
$293K 0.01%
7,652
-326
653
$292K 0.01%
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-2,500
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655
$292K 0.01%
3,469
-2,184
656
$292K 0.01%
4,511
-1,473
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$291K 0.01%
5,193
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659
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-629
660
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661
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662
$289K 0.01%
687
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664
$288K 0.01%
2,636
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$284K 0.01%
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668
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669
$283K 0.01%
3,223
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670
$283K 0.01%
4,473
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$283K 0.01%
1,021
-289
672
$282K 0.01%
5,686
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673
$282K 0.01%
7,085
-5,122
674
$282K 0.01%
6,581
-19,853
675
$281K 0.01%
6,856
+2,291
25 26
27
28 29