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
926
$269K 0.01%
+5,874
927
$268K 0.01%
+17,857
928
$268K 0.01%
+35,776
929
$268K 0.01%
+13,262
930
$266K 0.01%
+391
931
$266K 0.01%
+3,834
932
$266K 0.01%
+20,515
933
$265K 0.01%
+13,896
934
$263K 0.01%
+580
935
$262K 0.01%
+3,927
936
$262K 0.01%
+19,329
937
$262K 0.01%
+1,318
938
$262K 0.01%
+15,381
939
$261K 0.01%
+17,624
940
$261K 0.01%
+11,345
941
$261K 0.01%
+1,995
942
$260K 0.01%
+9,830
943
$260K 0.01%
+4,371
944
$260K 0.01%
+3,793
945
$259K 0.01%
+1,111
946
$259K 0.01%
+2,867
947
$258K 0.01%
+2,033
948
$258K 0.01%
+12,509
949
$257K 0.01%
+3,882
950
$256K 0.01%
+828
36 37
38
39 40