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
1126
$62.3K ﹤0.01%
4,479
-3,022
1127
$62.2K ﹤0.01%
700
1128
$62K ﹤0.01%
3,586
-288
1129
$61.8K ﹤0.01%
916
1130
$61.6K ﹤0.01%
599
-118
1131
$61.5K ﹤0.01%
358
-30
1132
$61.4K ﹤0.01%
1,186
-12,774
1133
$61.3K ﹤0.01%
5,918
-290
1134
$61.2K ﹤0.01%
2,919
1135
$61.2K ﹤0.01%
6,992
-1,616
1136
$61.1K ﹤0.01%
547
-143
1137
$60.7K ﹤0.01%
2,215
-4,044
1138
$59.8K ﹤0.01%
+1,000
1139
$59.5K ﹤0.01%
352
-22
1140
$59.4K ﹤0.01%
10,800
-700
1141
$59.2K ﹤0.01%
1,370
-50
1142
$59.1K ﹤0.01%
3,520
-220
1143
$59K ﹤0.01%
878
-70
1144
$59K ﹤0.01%
1,156
-724
1145
$58.9K ﹤0.01%
4,310
-250
1146
$58.5K ﹤0.01%
1,144
+132
1147
$58.2K ﹤0.01%
2,369
+31
1148
$58.2K ﹤0.01%
800
-450
1149
$57.9K ﹤0.01%
904
-10
1150
$57.7K ﹤0.01%
726
+2
44 45
46
47 48