SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,972
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$108M
3
+$102M
4
MSFT icon
Microsoft
MSFT
+$72.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$62.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.32%
2 Financials 8.1%
3 Consumer Discretionary 8.05%
4 Communication Services 5.59%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.75M 0.07%
+39,363
227
$2.73M 0.07%
+23,568
228
$2.72M 0.07%
+23,021
229
$2.7M 0.07%
+14,466
230
$2.68M 0.07%
+28,031
231
$2.67M 0.07%
+105,901
232
$2.63M 0.07%
+42,706
233
$2.63M 0.07%
+46,394
234
$2.62M 0.07%
+35,093
235
$2.61M 0.07%
+32,466
236
$2.6M 0.07%
+12,315
237
$2.58M 0.07%
+214,693
238
$2.52M 0.07%
+113,598
239
$2.5M 0.07%
+7,454
240
$2.48M 0.07%
+33,625
241
$2.48M 0.07%
+21,765
242
$2.47M 0.07%
+105,589
243
$2.41M 0.06%
+11,892
244
$2.41M 0.06%
+27,025
245
$2.37M 0.06%
+23,911
246
$2.37M 0.06%
+48,940
247
$2.36M 0.06%
+10,463
248
$2.34M 0.06%
+203,842
249
$2.33M 0.06%
+19,515
250
$2.31M 0.06%
+15,075
8 9
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