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
876
$133K ﹤0.01%
4,111
+14
877
$131K ﹤0.01%
4,003
+31
878
$131K ﹤0.01%
4,042
-104
879
$131K ﹤0.01%
1,035
-1,022
880
$130K ﹤0.01%
5,802
-700
881
$130K ﹤0.01%
9,955
+4,300
882
$129K ﹤0.01%
5,290
+1,998
883
$129K ﹤0.01%
4,958
+55
884
$129K ﹤0.01%
490
-51
885
$128K ﹤0.01%
5,524
-1,116
886
$128K ﹤0.01%
2,664
+1,030
887
$128K ﹤0.01%
6,249
-5,231
888
$128K ﹤0.01%
1,624
-1,475
889
$127K ﹤0.01%
5,184
-68,224
890
$127K ﹤0.01%
4,927
-2,001
891
$127K ﹤0.01%
1,181
-792
892
$126K ﹤0.01%
886
-26
893
$126K ﹤0.01%
1,710
-1,570
894
$126K ﹤0.01%
2,715
895
$126K ﹤0.01%
955
896
$126K ﹤0.01%
2,990
897
$126K ﹤0.01%
1,181
-131
898
$126K ﹤0.01%
8,520
-440
899
$125K ﹤0.01%
661
-100
900
$124K ﹤0.01%
2,704
+2,600
34 35
36
37 38