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
476
$897K 0.02%
+27,527
477
$897K 0.02%
+52,725
478
$893K 0.02%
+29,378
479
$891K 0.02%
+16,086
480
$887K 0.02%
+59,843
481
$885K 0.02%
+4,077
482
$881K 0.02%
+9,426
483
$880K 0.02%
+12,039
484
$877K 0.02%
+16,437
485
$875K 0.02%
+10,814
486
$873K 0.02%
+13,653
487
$873K 0.02%
+8,040
488
$873K 0.02%
+9,371
489
$872K 0.02%
+4,850
490
$871K 0.02%
+3,995
491
$870K 0.02%
+6,208
492
$865K 0.02%
+17,701
493
$862K 0.02%
+15,248
494
$861K 0.02%
+6,101
495
$860K 0.02%
+14,503
496
$856K 0.02%
+10,093
497
$856K 0.02%
+14,223
498
$838K 0.02%
+14,711
499
$837K 0.02%
+14,470
500
$836K 0.02%
+3,841
18 19
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