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
601
$606K 0.02%
+5,820
602
$604K 0.02%
+11,879
603
$602K 0.02%
+2,153
604
$602K 0.02%
+12,152
605
$602K 0.02%
+18,456
606
$601K 0.02%
+22,313
607
$600K 0.02%
+17,405
608
$599K 0.02%
+24,417
609
$599K 0.02%
+16,000
610
$595K 0.02%
+8,920
611
$595K 0.02%
+17,409
612
$592K 0.02%
+2,712
613
$585K 0.02%
+5,702
614
$582K 0.02%
+2,748
615
$578K 0.02%
+20,405
616
$576K 0.02%
+41,395
617
$575K 0.02%
+29,572
618
$571K 0.02%
+18,973
619
$571K 0.02%
+16,222
620
$569K 0.02%
+1,775
621
$567K 0.02%
+8,341
622
$567K 0.02%
+141,946
623
$566K 0.02%
+10,161
624
$566K 0.02%
+3,234
625
$566K 0.02%
+12,645
23 24
25
26 27