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
726
$420K 0.01%
+6,887
727
$419K 0.01%
+11,078
728
$418K 0.01%
+13,822
729
$413K 0.01%
+11,495
730
$412K 0.01%
+21,900
731
$411K 0.01%
+18,444
732
$408K 0.01%
+37,819
733
$408K 0.01%
+31,550
734
$406K 0.01%
+99,195
735
$406K 0.01%
+3,122
736
$405K 0.01%
+11,579
737
$404K 0.01%
+9,088
738
$403K 0.01%
+10,124
739
$402K 0.01%
+9,000
740
$399K 0.01%
+11,842
741
$397K 0.01%
+10,193
742
$397K 0.01%
+10,742
743
$396K 0.01%
+12,227
744
$395K 0.01%
+12,540
745
$394K 0.01%
+16,514
746
$393K 0.01%
+7,000
747
$391K 0.01%
+5,790
748
$391K 0.01%
+27,908
749
$390K 0.01%
+3,223
750
$390K 0.01%
+44,540
28 29
30
31 32