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
426
$1.03M 0.03%
+22,461
427
$1.02M 0.03%
+114,921
428
$1.02M 0.03%
+12,528
429
$1.02M 0.03%
+12,482
430
$1.02M 0.03%
+4,728
431
$1.01M 0.03%
+25,360
432
$1.01M 0.03%
+68,592
433
$1.01M 0.03%
+10,880
434
$1.01M 0.03%
+13,250
435
$1.01M 0.03%
+2,699
436
$1.01M 0.03%
+41,355
437
$1M 0.03%
+29,672
438
$1M 0.03%
+8,639
439
$1M 0.03%
+35,940
440
$998K 0.03%
+65,302
441
$992K 0.03%
+25,616
442
$992K 0.03%
+4,747
443
$989K 0.03%
+16,778
444
$988K 0.03%
+7,037
445
$985K 0.03%
+289,024
446
$984K 0.03%
+29,890
447
$981K 0.03%
+3,457
448
$980K 0.03%
+52,418
449
$972K 0.03%
+7,567
450
$967K 0.03%
+71,758
16 17
18
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