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
751
$389K 0.01%
+6,236
752
$389K 0.01%
+8,343
753
$388K 0.01%
+13,080
754
$387K 0.01%
+1,803
755
$386K 0.01%
+7,920
756
$386K 0.01%
+2,166
757
$385K 0.01%
+8,876
758
$384K 0.01%
+4,914
759
$384K 0.01%
+8,140
760
$384K 0.01%
+22,729
761
$383K 0.01%
+7,346
762
$380K 0.01%
+22,089
763
$376K 0.01%
+11,137
764
$375K 0.01%
+28,152
765
$375K 0.01%
+7,556
766
$373K 0.01%
+6,791
767
$372K 0.01%
+19,146
768
$372K 0.01%
+13,962
769
$371K 0.01%
+4,778
770
$371K 0.01%
+15,548
771
$370K 0.01%
+1,455
772
$370K 0.01%
+10,256
773
$369K 0.01%
+9,800
774
$368K 0.01%
+9,340
775
$366K 0.01%
+2,927
29 30
31
32 33