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
176
$2.73M 0.1%
113,200
+5,173
177
$2.73M 0.1%
13,986
-1,290
178
$2.73M 0.1%
40,565
-1,254
179
$2.73M 0.1%
7,182
-3,476
180
$2.68M 0.1%
88,939
-17,859
181
$2.67M 0.1%
106,496
-6,427
182
$2.64M 0.09%
18,430
-12,673
183
$2.64M 0.09%
38,362
-7,599
184
$2.61M 0.09%
58,561
-22,020
185
$2.61M 0.09%
19,096
-7,954
186
$2.59M 0.09%
77,846
-25,288
187
$2.59M 0.09%
59,019
188
$2.51M 0.09%
27,363
-7,893
189
$2.48M 0.09%
16,631
-393
190
$2.48M 0.09%
27,217
+1,488
191
$2.47M 0.09%
23,405
-23,774
192
$2.45M 0.09%
65,191
-25,723
193
$2.43M 0.09%
51,409
-22,410
194
$2.42M 0.09%
5,230
-6,116
195
$2.41M 0.09%
15,762
-9,584
196
$2.4M 0.09%
10,918
-5,719
197
$2.39M 0.09%
94,355
-36,190
198
$2.39M 0.09%
4,519
+839
199
$2.39M 0.09%
26,015
-9,051
200
$2.39M 0.09%
19,410
+9,605
6 7
8
9 10