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
526
$766K 0.02%
+8,880
527
$765K 0.02%
+3,159
528
$762K 0.02%
+128,027
529
$759K 0.02%
+6,420
530
$759K 0.02%
+46,185
531
$756K 0.02%
+10,512
532
$750K 0.02%
+17,220
533
$748K 0.02%
+10,081
534
$747K 0.02%
+5,748
535
$746K 0.02%
+31,343
536
$744K 0.02%
+20,294
537
$744K 0.02%
+24,540
538
$741K 0.02%
+24,238
539
$740K 0.02%
+22,307
540
$738K 0.02%
+7,825
541
$737K 0.02%
+5,739
542
$736K 0.02%
+15,479
543
$726K 0.02%
+19,200
544
$724K 0.02%
+18,178
545
$723K 0.02%
+14,148
546
$721K 0.02%
+9,526
547
$720K 0.02%
+13,204
548
$720K 0.02%
+44,376
549
$719K 0.02%
+14,000
550
$718K 0.02%
+12,101
20 21
22
23 24