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
201
$2.38M 0.09%
9,968
-4,697
202
$2.38M 0.09%
59,144
+58,494
203
$2.36M 0.08%
72,409
-29,134
204
$2.36M 0.08%
48,842
-789
205
$2.34M 0.08%
191,430
-21,609
206
$2.34M 0.08%
12,888
-4,628
207
$2.33M 0.08%
6,356
+2,756
208
$2.32M 0.08%
47,332
-16,302
209
$2.3M 0.08%
16,324
+3,307
210
$2.26M 0.08%
7,035
-124
211
$2.22M 0.08%
105,586
+100,952
212
$2.19M 0.08%
51,966
-2,509
213
$2.19M 0.08%
11,791
-13,508
214
$2.18M 0.08%
6,278
-1,463
215
$2.12M 0.08%
51,331
-14,410
216
$2.11M 0.08%
8,248
-4,679
217
$2.11M 0.08%
17,405
+685
218
$2.07M 0.07%
33,377
+128
219
$2.06M 0.07%
7,802
-4,348
220
$2.05M 0.07%
19,128
+8,498
221
$2.05M 0.07%
25,775
-1,145
222
$2.04M 0.07%
6,979
-5,847
223
$2.04M 0.07%
21,219
+14,503
224
$2.02M 0.07%
4,577
-3,006
225
$2.01M 0.07%
8,157
+411
7 8
9
10 11