SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
26
$25.4M 0.68%
+233,559
27
$24.8M 0.66%
+384,922
28
$24.7M 0.66%
+337,388
29
$24.5M 0.65%
+47,182
30
$23.8M 0.63%
+179,754
31
$23.6M 0.63%
+128,271
32
$23.2M 0.62%
+182,725
33
$22.1M 0.59%
+76,835
34
$22M 0.58%
+188,887
35
$21.1M 0.56%
+383,006
36
$19.7M 0.52%
+89,696
37
$19.6M 0.52%
+579,050
38
$19.6M 0.52%
+210,223
39
$19.5M 0.52%
+52,989
40
$19.3M 0.51%
+511,826
41
$19.1M 0.51%
+182,200
42
$18.8M 0.5%
+369,204
43
$18.2M 0.49%
+138,693
44
$18.1M 0.48%
+76,384
45
$18M 0.48%
+250,406
46
$18M 0.48%
+275,943
47
$17.9M 0.48%
+76,281
48
$17.7M 0.47%
+61,323
49
$17.7M 0.47%
+28,765
50
$17.6M 0.47%
+162,073
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2
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