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
626
$562K 0.02%
+6,231
627
$559K 0.01%
+380
628
$558K 0.01%
+22,253
629
$558K 0.01%
+11,462
630
$557K 0.01%
+11,765
631
$556K 0.01%
+25,908
632
$556K 0.01%
+35,709
633
$555K 0.01%
+30,499
634
$554K 0.01%
+9,204
635
$553K 0.01%
+4,033
636
$553K 0.01%
+903
637
$549K 0.01%
+38,883
638
$549K 0.01%
+8,632
639
$548K 0.01%
+14,138
640
$548K 0.01%
+7,630
641
$547K 0.01%
+13,250
642
$547K 0.01%
+27,587
643
$544K 0.01%
+16,526
644
$542K 0.01%
+5,626
645
$542K 0.01%
+13,953
646
$540K 0.01%
+6,212
647
$540K 0.01%
+44,018
648
$538K 0.01%
+8,372
649
$536K 0.01%
+6,375
650
$532K 0.01%
+4,927
24 25
26
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