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
501
$835K 0.02%
+7,295
502
$834K 0.02%
+59,227
503
$833K 0.02%
+4,971
504
$833K 0.02%
+6,284
505
$830K 0.02%
+70,741
506
$830K 0.02%
+9,440
507
$821K 0.02%
+7,508
508
$820K 0.02%
+9,789
509
$813K 0.02%
+3,205
510
$812K 0.02%
+6,814
511
$808K 0.02%
+7,010
512
$806K 0.02%
+8,484
513
$803K 0.02%
+5,281
514
$799K 0.02%
+5,004
515
$796K 0.02%
+4,732
516
$795K 0.02%
+8,585
517
$791K 0.02%
+9,549
518
$790K 0.02%
+15,956
519
$788K 0.02%
+5,210
520
$785K 0.02%
+7,315
521
$785K 0.02%
+23,921
522
$783K 0.02%
+24,904
523
$782K 0.02%
+12,062
524
$775K 0.02%
+22,568
525
$766K 0.02%
+38,268
19 20
21
22 23