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
151
$3.31M 0.12%
12,146
-1,501
152
$3.27M 0.12%
109,640
-1,172
153
$3.24M 0.12%
89,011
-24,199
154
$3.22M 0.12%
81,487
-5,105
155
$3.15M 0.11%
40,717
-153
156
$3.14M 0.11%
8,801
-2,541
157
$3.11M 0.11%
28,664
-10,812
158
$3.09M 0.11%
93,816
-1,664
159
$3.01M 0.11%
82,315
+9,411
160
$2.97M 0.11%
143,056
+3,394
161
$2.94M 0.11%
27,672
-9,101
162
$2.92M 0.1%
4
163
$2.91M 0.1%
69,685
-3,713
164
$2.91M 0.1%
82,343
-669
165
$2.89M 0.1%
15,019
-264
166
$2.85M 0.1%
35,068
-226
167
$2.84M 0.1%
24,201
-10,173
168
$2.83M 0.1%
82,460
-3,260
169
$2.81M 0.1%
69,705
-2,800
170
$2.81M 0.1%
69,139
+1,135
171
$2.81M 0.1%
110,858
-15,353
172
$2.8M 0.1%
56,512
-6,414
173
$2.78M 0.1%
12,257
-8,109
174
$2.77M 0.1%
86,702
-3,374
175
$2.74M 0.1%
74,830
-3,438
5 6
7
8 9