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
576
$657K 0.02%
+19,288
577
$657K 0.02%
+13,244
578
$655K 0.02%
+12,572
579
$654K 0.02%
+43,627
580
$651K 0.02%
+4,649
581
$649K 0.02%
+23,059
582
$647K 0.02%
+14,236
583
$645K 0.02%
+7,668
584
$639K 0.02%
+4,040
585
$636K 0.02%
+25,450
586
$634K 0.02%
+19,376
587
$632K 0.02%
+13,140
588
$632K 0.02%
+5,572
589
$630K 0.02%
+21,700
590
$627K 0.02%
+3,592
591
$627K 0.02%
+49,119
592
$626K 0.02%
+18,838
593
$625K 0.02%
+11,767
594
$624K 0.02%
+8,749
595
$620K 0.02%
+45,639
596
$617K 0.02%
+9,932
597
$611K 0.02%
+22,520
598
$611K 0.02%
+2,000
599
$608K 0.02%
+6,470
600
$607K 0.02%
+55,552
22 23
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