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
451
$963K 0.03%
+16,263
452
$961K 0.03%
+15,358
453
$957K 0.03%
+29,853
454
$954K 0.03%
+37,631
455
$952K 0.03%
+32,100
456
$951K 0.03%
+14,695
457
$950K 0.03%
+20,316
458
$947K 0.03%
+64,857
459
$946K 0.03%
+10,927
460
$946K 0.03%
+6,593
461
$944K 0.03%
+12,390
462
$940K 0.03%
+7,328
463
$936K 0.02%
+51,734
464
$933K 0.02%
+96,031
465
$930K 0.02%
+11,327
466
$930K 0.02%
+10,287
467
$928K 0.02%
+56,320
468
$927K 0.02%
+12,997
469
$919K 0.02%
+8,683
470
$913K 0.02%
+29,449
471
$911K 0.02%
+4,110
472
$906K 0.02%
+8,025
473
$899K 0.02%
+32,955
474
$898K 0.02%
+24,033
475
$897K 0.02%
+73,132
17 18
19
20 21