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
651
$531K 0.01%
+1,893
652
$529K 0.01%
+9,145
653
$528K 0.01%
+2,176
654
$523K 0.01%
+13,985
655
$521K 0.01%
+1,410
656
$520K 0.01%
+3,421
657
$517K 0.01%
+13,389
658
$509K 0.01%
+4,111
659
$508K 0.01%
+3,374
660
$503K 0.01%
+52,856
661
$503K 0.01%
+2,204
662
$502K 0.01%
+5,139
663
$501K 0.01%
+10,433
664
$500K 0.01%
+15,673
665
$500K 0.01%
+41,833
666
$500K 0.01%
+17,979
667
$500K 0.01%
+50,623
668
$497K 0.01%
+13,456
669
$495K 0.01%
+6,506
670
$494K 0.01%
+20,638
671
$494K 0.01%
+2,770
672
$492K 0.01%
+3,921
673
$491K 0.01%
+3,166
674
$489K 0.01%
+5,563
675
$487K 0.01%
+11,318
25 26
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