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
851
$306K 0.01%
+9,724
852
$305K 0.01%
+87,816
853
$305K 0.01%
+10,887
854
$305K 0.01%
+1,520
855
$305K 0.01%
+3,946
856
$304K 0.01%
+12,980
857
$304K 0.01%
+15,000
858
$303K 0.01%
+12,609
859
$303K 0.01%
+11,000
860
$303K 0.01%
+2,357
861
$303K 0.01%
+2,099
862
$302K 0.01%
+4,045
863
$301K 0.01%
+5,059
864
$301K 0.01%
+7,067
865
$300K 0.01%
+1,269
866
$299K 0.01%
+5,114
867
$298K 0.01%
+44,649
868
$298K 0.01%
+7,024
869
$298K 0.01%
+2,622
870
$298K 0.01%
+22,080
871
$296K 0.01%
+3,990
872
$296K 0.01%
+12,148
873
$296K 0.01%
+5,659
874
$295K 0.01%
+11,557
875
$294K 0.01%
+5,744
33 34
35
36 37