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
801
$177K 0.01%
330
+14
802
$175K 0.01%
5,930
803
$174K 0.01%
16,044
+858
804
$173K 0.01%
1,780
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805
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1,677
-2,104
806
$173K 0.01%
2,157
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807
$172K 0.01%
996
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808
$170K 0.01%
2,414
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-8,309
810
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2,460
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811
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813
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814
$165K 0.01%
1,305
-538
815
$164K 0.01%
2,209
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816
$164K 0.01%
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817
$163K 0.01%
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818
$162K 0.01%
138
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819
$162K 0.01%
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820
$161K 0.01%
3,947
821
$161K 0.01%
7,476
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822
$160K 0.01%
4,430
-289
823
$160K 0.01%
2,701
-163
824
$160K 0.01%
1,033
+1
825
$159K 0.01%
2,872
+9
31 32
33
34 35