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
2401
– –
-3,900
2402
– –
-1,500
2403
– –
-1,758
2404
– –
-975
2405
– –
-2,400
2406
– –
-10
2407
– –
-29
2408
– –
-163
2409
– –
-372
2410
– –
-2,140
2411
– –
-372
2412
– –
-80
2413
– –
-500
2414
– –
-132
2415
– –
-1,097
2416
– –
-469
2417
– –
-1,723
2418
– –
-75
2419
– –
-143
2420
– –
-105
2421
– –
-1,300
2422
– –
-376
2423
– –
-2,435
2424
– –
-5,062
2425
– –
-500
95 96
97
98 99