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
2026
$3.83K ﹤0.01%
112
-446
2027
$3.82K ﹤0.01%
+200
2028
$3.81K ﹤0.01%
100
2029
$3.8K ﹤0.01%
58
+24
2030
$3.77K ﹤0.01%
199
2031
$3.74K ﹤0.01%
55
2032
$3.74K ﹤0.01%
430
2033
$3.72K ﹤0.01%
33
-340
2034
$3.7K ﹤0.01%
347
-140
2035
$3.7K ﹤0.01%
48
-31
2036
$3.68K ﹤0.01%
415
2037
$3.67K ﹤0.01%
+346
2038
$3.67K ﹤0.01%
435
2039
$3.63K ﹤0.01%
7
2040
$3.6K ﹤0.01%
500
2041
$3.59K ﹤0.01%
50
-200
2042
$3.57K ﹤0.01%
16
+11
2043
$3.56K ﹤0.01%
76
-1,537
2044
$3.52K ﹤0.01%
147
-3,082
2045
$3.49K ﹤0.01%
52
+25
2046
$3.49K ﹤0.01%
84
2047
$3.43K ﹤0.01%
300
2048
$3.42K ﹤0.01%
183
-29
2049
$3.4K ﹤0.01%
800
2050
$3.4K ﹤0.01%
+61
80 81
82
83 84