SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
+9.07%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$4.51B
AUM Growth
+$732M
(+19%)
Cap. Flow
+$451M
Cap. Flow
% of AUM
10%
Top 10 Holdings %
Top 10 Hldgs %
20.22%
Holding
3,057
New
499
Increased
1,354
Reduced
551
Closed
137
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$32.7M |
| 2 |
Apple
AAPL
|
$26.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$17.6M |
| 4 |
Adobe
ADBE
|
$14M |
| 5 |
Microsoft
MSFT
|
$13.6M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$16.3M |
| 2 |
Nexstar Media Group
NXST
|
$10.2M |
| 3 |
Meta Platforms (Facebook)
META
|
$9.92M |
| 4 |
Walt Disney
DIS
|
$8.42M |
| 5 |
PayPal
PYPL
|
$6.63M |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Consumer Discretionary | 8.59% |
| 3 | Financials | 7.15% |
| 4 | Healthcare | 6.15% |
| 5 | Communication Services | 4.81% |
