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
551
$716K 0.02%
+8,475
552
$713K 0.02%
+18,460
553
$709K 0.02%
+8,511
554
$707K 0.02%
+2,540
555
$707K 0.02%
+21,301
556
$704K 0.02%
+29,415
557
$699K 0.02%
+38,192
558
$697K 0.02%
+48,051
559
$697K 0.02%
+4,538
560
$691K 0.02%
+14,417
561
$690K 0.02%
+20,547
562
$688K 0.02%
+13,627
563
$687K 0.02%
+12,869
564
$685K 0.02%
+3,849
565
$679K 0.02%
+3,809
566
$678K 0.02%
+6,063
567
$671K 0.02%
+22,589
568
$670K 0.02%
+14,800
569
$670K 0.02%
+7,332
570
$669K 0.02%
+21,066
571
$667K 0.02%
+5,128
572
$665K 0.02%
+14,501
573
$663K 0.02%
+11,093
574
$663K 0.02%
+10,688
575
$659K 0.02%
+7,548
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