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
126
$4.17M 0.15%
10,730
-4,186
127
$4.15M 0.15%
21,390
-845
128
$4.15M 0.15%
14,872
-24,279
129
$4.15M 0.15%
96,828
+51
130
$4.09M 0.15%
59,143
+8,312
131
$4.05M 0.15%
41,386
-36,596
132
$3.97M 0.14%
9,125
-3,040
133
$3.94M 0.14%
125,836
+69,477
134
$3.93M 0.14%
19,213
-4,635
135
$3.83M 0.14%
22,913
-13,457
136
$3.72M 0.13%
12,961
-8,372
137
$3.65M 0.13%
5,152
-3,106
138
$3.56M 0.13%
65,424
-4,266
139
$3.56M 0.13%
12,066
-690
140
$3.49M 0.13%
37,985
-77
141
$3.47M 0.12%
18,383
-1,554
142
$3.47M 0.12%
129,223
+561
143
$3.46M 0.12%
27,933
-4,056
144
$3.44M 0.12%
60,861
+60,473
145
$3.4M 0.12%
88,558
-46,720
146
$3.39M 0.12%
62,330
+1,368
147
$3.37M 0.12%
17,477
+9,874
148
$3.36M 0.12%
43,355
-10,748
149
$3.32M 0.12%
99,462
+63,641
150
$3.32M 0.12%
+119,649
4 5
6
7 8