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
901
$124K ﹤0.01%
1,755
902
$124K ﹤0.01%
6,562
903
$124K ﹤0.01%
11,949
+35
904
$123K ﹤0.01%
3,162
-150
905
$123K ﹤0.01%
729
-22
906
$123K ﹤0.01%
8,601
-150
907
$123K ﹤0.01%
2,952
+221
908
$122K ﹤0.01%
12,329
909
$122K ﹤0.01%
1,285
-926
910
$122K ﹤0.01%
598
+34
911
$122K ﹤0.01%
1,943
-166
912
$121K ﹤0.01%
6,645
913
$121K ﹤0.01%
5,640
-340
914
$121K ﹤0.01%
830
-260
915
$120K ﹤0.01%
1,089
-1,542
916
$120K ﹤0.01%
1,013
-1,778
917
$119K ﹤0.01%
5,405
+1,000
918
$119K ﹤0.01%
2,927
-3,555
919
$118K ﹤0.01%
2,870
-148
920
$118K ﹤0.01%
2,001
-3,046
921
$118K ﹤0.01%
1,594
-1,773
922
$118K ﹤0.01%
7,015
+1,170
923
$118K ﹤0.01%
3,650
924
$116K ﹤0.01%
3,135
925
$116K ﹤0.01%
1,500
35 36
37
38 39