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
776
$192K 0.01%
1,229
-1,422
777
$191K 0.01%
3,600
778
$191K 0.01%
3,248
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779
$190K 0.01%
9,330
-1,315
780
$189K 0.01%
5,102
+32
781
$188K 0.01%
1,200
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782
$187K 0.01%
2,997
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783
$184K 0.01%
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784
$184K 0.01%
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785
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560
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786
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787
$182K 0.01%
540
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$181K 0.01%
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795
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2,168
798
$178K 0.01%
3,369
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799
$177K 0.01%
1,465
-1,567
800
$177K 0.01%
4,767
-7,655
30 31
32
33 34