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
76
$7.4M 0.27%
9,601
+4,495
77
$7.24M 0.26%
8,947
-11
78
$7.19M 0.26%
127,851
-67,521
79
$7.11M 0.26%
20,953
-8,364
80
$7.09M 0.25%
173,874
-29,518
81
$7.06M 0.25%
122,057
+4,966
82
$7.06M 0.25%
44,976
-25,710
83
$6.9M 0.25%
21,733
-9,819
84
$6.78M 0.24%
39,064
+11,816
85
$6.73M 0.24%
98,866
-50,979
86
$6.54M 0.24%
220,738
+68,598
87
$6.42M 0.23%
21,114
-2,257
88
$6.27M 0.23%
12,157
-6,727
89
$6.25M 0.22%
119,448
-15,938
90
$6.22M 0.22%
70,854
-17,736
91
$6.2M 0.22%
2,445
-562
92
$6.2M 0.22%
33,945
-5,549
93
$5.96M 0.21%
97,916
-43,663
94
$5.7M 0.2%
57,004
-69,278
95
$5.62M 0.2%
3,794
-1,785
96
$5.59M 0.2%
132,088
-31,600
97
$5.55M 0.2%
69,279
-798
98
$5.5M 0.2%
87,624
-1,917
99
$5.33M 0.19%
49,402
-19,080
100
$5.21M 0.19%
55,594
+28,824
2 3
4
5 6