SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 8.11%
3 Consumer Discretionary 8.05%
4 Communication Services 5.6%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$320K 0.01%
+8,674
827
$319K 0.01%
+13,603
828
$319K 0.01%
+7,311
829
$318K 0.01%
+5,208
830
$317K 0.01%
+18,010
831
$317K 0.01%
+8,879
832
$317K 0.01%
+636
833
$317K 0.01%
+1,004
834
$317K 0.01%
+4,514
835
$317K 0.01%
+6,656
836
$315K 0.01%
+2,147
837
$315K 0.01%
+6,002
838
$313K 0.01%
+7,193
839
$313K 0.01%
+2,926
840
$312K 0.01%
+6,190
841
$312K 0.01%
+10,500
842
$311K 0.01%
+3,266
843
$311K 0.01%
+896
844
$309K 0.01%
+11,871
845
$309K 0.01%
+6,896
846
$308K 0.01%
+3,280
847
$308K 0.01%
+3,325
848
$308K 0.01%
+3,247
849
$307K 0.01%
+2,572
850
$307K 0.01%
+1,399
32 33
34
35 36