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
676
$485K 0.01%
+1,266
677
$485K 0.01%
+5,158
678
$485K 0.01%
+3,089
679
$484K 0.01%
+48,535
680
$483K 0.01%
+11,500
681
$483K 0.01%
+6,535
682
$482K 0.01%
+50,911
683
$479K 0.01%
+13,585
684
$472K 0.01%
+13,293
685
$472K 0.01%
+13,272
686
$472K 0.01%
+7,008
687
$470K 0.01%
+7,676
688
$470K 0.01%
+47,000
689
$469K 0.01%
+33,685
690
$469K 0.01%
+18,950
691
$467K 0.01%
+3,333
692
$467K 0.01%
+1,341
693
$465K 0.01%
+14,857
694
$461K 0.01%
+6,854
695
$461K 0.01%
+6,918
696
$458K 0.01%
+26,540
697
$457K 0.01%
+20,768
698
$455K 0.01%
+5,124
699
$453K 0.01%
+7,062
700
$453K 0.01%
+24,259
26 27
28
29 30