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
101
$5.19M 0.19%
58,346
-79,243
102
$5.18M 0.19%
137,676
-43,883
103
$5.17M 0.19%
16,594
-14,620
104
$5.12M 0.18%
46,872
-8,681
105
$5.08M 0.18%
53,657
-2,463
106
$5.05M 0.18%
190,652
-99,271
107
$5.02M 0.18%
99,886
+6,609
108
$4.93M 0.18%
235,421
+38,934
109
$4.91M 0.18%
11,298
-7,278
110
$4.87M 0.18%
63,019
-2,161
111
$4.86M 0.17%
12,721
-3,793
112
$4.84M 0.17%
51,535
-1,482
113
$4.82M 0.17%
29,338
+153
114
$4.81M 0.17%
58,015
-5,964
115
$4.77M 0.17%
11,805
+672
116
$4.69M 0.17%
42,458
+2,182
117
$4.58M 0.16%
6,104
+5,831
118
$4.57M 0.16%
58,031
-6,079
119
$4.52M 0.16%
2,550
-1,327
120
$4.5M 0.16%
15,035
-8,000
121
$4.38M 0.16%
73,155
-67,165
122
$4.35M 0.16%
9,533
-6,979
123
$4.31M 0.15%
19,987
-11,032
124
$4.25M 0.15%
28,426
-3,708
125
$4.23M 0.15%
9,016
-4,922
3 4
5
6 7