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
851
$145K 0.01%
2,378
-152
852
$145K 0.01%
19,500
-5,000
853
$145K 0.01%
9,708
854
$144K 0.01%
851
-82
855
$143K 0.01%
12,000
+1,000
856
$143K 0.01%
7,606
-1,764
857
$141K 0.01%
6,800
+5
858
$141K 0.01%
818
-1,606
859
$140K 0.01%
1,419
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860
$140K 0.01%
5,606
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861
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6,115
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862
$139K 0.01%
916
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863
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2,667
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864
$138K 0.01%
1,074
-168
865
$138K 0.01%
14,000
866
$138K 0.01%
1,236
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867
$138K ﹤0.01%
1,040
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$137K ﹤0.01%
1,889
-62
869
$136K ﹤0.01%
6,427
+3,221
870
$135K ﹤0.01%
1,053
-1,761
871
$135K ﹤0.01%
1,674
+3
872
$135K ﹤0.01%
1,547
-506
873
$134K ﹤0.01%
5,413
-3,681
874
$134K ﹤0.01%
8,000
+3,062
875
$133K ﹤0.01%
3,615
-6,640
33 34
35
36 37