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
926
$116K ﹤0.01%
4,027
-5,614
927
$115K ﹤0.01%
+2,701
928
$114K ﹤0.01%
2,060
929
$113K ﹤0.01%
4,272
-3,152
930
$113K ﹤0.01%
2,632
+991
931
$113K ﹤0.01%
831
+449
932
$113K ﹤0.01%
10,007
933
$112K ﹤0.01%
289
-173
934
$112K ﹤0.01%
314
-103
935
$111K ﹤0.01%
704
-27
936
$111K ﹤0.01%
1,160
-67
937
$110K ﹤0.01%
3,449
938
$110K ﹤0.01%
1,000
-102
939
$110K ﹤0.01%
2,367
-310
940
$110K ﹤0.01%
8,444
+94
941
$108K ﹤0.01%
3,319
-8,379
942
$108K ﹤0.01%
2,218
+548
943
$106K ﹤0.01%
877
-1,020
944
$106K ﹤0.01%
2,204
945
$106K ﹤0.01%
17,684
946
$106K ﹤0.01%
606
+504
947
$106K ﹤0.01%
2,145
-3,072
948
$106K ﹤0.01%
9,560
+290
949
$105K ﹤0.01%
1,511
-1,039
950
$104K ﹤0.01%
2,480
-6,078
36 37
38
39 40