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
901
$282K 0.01%
+16,933
902
$282K 0.01%
+29,525
903
$281K 0.01%
+3,150
904
$281K 0.01%
+6,726
905
$280K 0.01%
+3,076
906
$278K 0.01%
+14,940
907
$278K 0.01%
+2,081
908
$276K 0.01%
+1,895
909
$276K 0.01%
+6,174
910
$276K 0.01%
+2,614
911
$276K 0.01%
+1,976
912
$275K 0.01%
+2,753
913
$275K 0.01%
+18,293
914
$275K 0.01%
+1,892
915
$274K 0.01%
+2,745
916
$274K 0.01%
+564
917
$274K 0.01%
+17,700
918
$274K 0.01%
+3,429
919
$273K 0.01%
+2,341
920
$273K 0.01%
+13,753
921
$271K 0.01%
+28,443
922
$271K 0.01%
+3,994
923
$271K 0.01%
+17,382
924
$270K 0.01%
+5,269
925
$269K 0.01%
+13,258
35 36
37
38 39