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
51
$11.8M 0.43%
13,457
+2,395
52
$11.8M 0.42%
127,772
-19,115
53
$10.8M 0.39%
79,707
-17,870
54
$10.8M 0.39%
39,393
-5,869
55
$10.6M 0.38%
29,041
-8,923
56
$10.3M 0.37%
127,598
-30,939
57
$9.95M 0.36%
48,741
-14,123
58
$9.92M 0.36%
104,070
-12,044
59
$9.51M 0.34%
52,000
-16,859
60
$9.29M 0.33%
152,841
-45,929
61
$9.29M 0.33%
172,106
-1,348
62
$9.19M 0.33%
53,058
-2,007
63
$8.96M 0.32%
157,616
+6,391
64
$8.82M 0.32%
28,941
+4,658
65
$8.74M 0.31%
82,241
-39,243
66
$8.48M 0.3%
133,117
-999
67
$8.44M 0.3%
11,795
-7,047
68
$8.29M 0.3%
41,245
-13,465
69
$8.27M 0.3%
18,857
+237
70
$8.18M 0.29%
21,902
-2,007
71
$7.98M 0.29%
72,979
-10,790
72
$7.93M 0.28%
70,111
-12,759
73
$7.77M 0.28%
122,408
+7,406
74
$7.54M 0.27%
149,155
-19,525
75
$7.43M 0.27%
84,208
-40,565
1 2
3
4 5