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
826
$158K 0.01%
14,536
+686
827
$157K 0.01%
9,906
+180
828
$156K 0.01%
530
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830
$156K 0.01%
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831
$154K 0.01%
2,796
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832
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3,150
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$153K 0.01%
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834
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839
$150K 0.01%
18,300
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840
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$147K 0.01%
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$147K 0.01%
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$147K 0.01%
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$146K 0.01%
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$146K 0.01%
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847
$146K 0.01%
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848
$146K 0.01%
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$146K 0.01%
3,150
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850
$145K 0.01%
894
-232
32 33
34
35 36