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
1301
$37.8K ﹤0.01%
93
-175
1302
$37.8K ﹤0.01%
335
1303
$37.6K ﹤0.01%
3,931
-12,327
1304
$37.3K ﹤0.01%
4,059
1305
$37.1K ﹤0.01%
507
-1,000
1306
$37.1K ﹤0.01%
+920
1307
$36.8K ﹤0.01%
1,465
+35
1308
$36.7K ﹤0.01%
470
-926
1309
$36.6K ﹤0.01%
2,545
-140
1310
$36.5K ﹤0.01%
1,375
-274
1311
$36.3K ﹤0.01%
811
1312
$36.3K ﹤0.01%
4,482
1313
$36.1K ﹤0.01%
409
-10
1314
$35.9K ﹤0.01%
650
1315
$35.9K ﹤0.01%
725
-384
1316
$35.9K ﹤0.01%
1,108
1317
$35.9K ﹤0.01%
2,290
-853
1318
$35.9K ﹤0.01%
1,352
-434
1319
$35.7K ﹤0.01%
1,408
-886
1320
$35.5K ﹤0.01%
429
-14
1321
$35.3K ﹤0.01%
431
+2
1322
$35.2K ﹤0.01%
3,500
1323
$35.2K ﹤0.01%
6,150
+1,040
1324
$35.2K ﹤0.01%
1,907
+28
1325
$34.9K ﹤0.01%
2,006
-213
51 52
53
54 55