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
876
$294K 0.01%
+1,139
877
$292K 0.01%
+6,087
878
$292K 0.01%
+4,011
879
$292K 0.01%
+5,263
880
$291K 0.01%
+5,025
881
$291K 0.01%
+5,175
882
$291K 0.01%
+21,002
883
$291K 0.01%
+32,450
884
$289K 0.01%
+6,966
885
$288K 0.01%
+3,736
886
$287K 0.01%
+3,383
887
$287K 0.01%
+8,355
888
$287K 0.01%
+1,001
889
$286K 0.01%
+17,723
890
$286K 0.01%
+3,954
891
$285K 0.01%
+5,570
892
$285K 0.01%
+676
893
$285K 0.01%
+11,242
894
$285K 0.01%
+1,839
895
$283K 0.01%
+6,066
896
$283K 0.01%
+3,178
897
$283K 0.01%
+13,102
898
$283K 0.01%
+7,301
899
$283K 0.01%
+667
900
$283K 0.01%
+6,637
34 35
36
37 38