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
701
$453K 0.01%
+3,369
702
$452K 0.01%
+7,929
703
$452K 0.01%
+8,157
704
$448K 0.01%
+6,561
705
$446K 0.01%
+9,086
706
$439K 0.01%
+47,182
707
$439K 0.01%
+780
708
$437K 0.01%
+6,911
709
$434K 0.01%
+23,779
710
$433K 0.01%
+12,569
711
$433K 0.01%
+2,337
712
$432K 0.01%
+4,413
713
$432K 0.01%
+8,600
714
$431K 0.01%
+2,147
715
$431K 0.01%
+2,408
716
$430K 0.01%
+20,984
717
$426K 0.01%
+9,724
718
$426K 0.01%
+6,398
719
$425K 0.01%
+8,543
720
$424K 0.01%
+11,692
721
$423K 0.01%
+31,994
722
$423K 0.01%
+370
723
$423K 0.01%
+3,455
724
$422K 0.01%
+11,658
725
$422K 0.01%
+3,498
27 28
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30 31