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
726
$231K 0.01%
5,512
+26
727
$231K 0.01%
836
-513
728
$228K 0.01%
4,639
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$227K 0.01%
730
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$227K 0.01%
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731
$226K 0.01%
3,072
+1,628
732
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733
$225K 0.01%
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734
$224K 0.01%
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735
$222K 0.01%
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-17,138
736
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30
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737
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$221K 0.01%
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740
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52,150
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$216K 0.01%
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1,177
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$216K 0.01%
5,994
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748
$214K 0.01%
1,797
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749
$211K 0.01%
4,295
-1,479
750
$211K 0.01%
8,798
-7,506
28 29
30
31 32