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
1
$128M 4.6%
208,042
-38,329
2
$93.5M 3.36%
594,782
-117,305
3
$87M 3.12%
1,888,940
+1,751,742
4
$85.7M 3.08%
1,690,544
-447,235
5
$79.4M 2.85%
387,871
-112,369
6
$67.3M 2.42%
308,004
-52,491
7
$65.5M 2.35%
132,409
-50,668
8
$60M 2.16%
90,731
-27,468
9
$41.6M 1.49%
56,597
-14,299
10
$39.9M 1.43%
64,647
-25,305
11
$34.9M 1.26%
668,736
-152,985
12
$33.1M 1.19%
189,910
-69,813
13
$29.1M 1.04%
294,737
-40,495
14
$26.4M 0.95%
48,129
+11,387
15
$25.9M 0.93%
26,321
-8,560
16
$24.2M 0.87%
128,043
-33,286
17
$23.9M 0.86%
295,411
-57,712
18
$23.3M 0.84%
512,223
-72,465
19
$22.9M 0.82%
491,422
-70,046
20
$22.6M 0.81%
672,078
-98,111
21
$22.3M 0.8%
154,672
-35,642
22
$22.2M 0.8%
205,050
-52,954
23
$22.2M 0.8%
201,582
-4,406
24
$21.7M 0.78%
51,033
-582
25
$21.4M 0.77%
160,470
-48,760
1
2 3 4 5