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
951
– –
0
952
$254K 0.01%
+4,254
953
$254K 0.01%
+17,037
954
$254K 0.01%
+5,850
955
$253K 0.01%
+9,153
956
$252K 0.01%
+5,164
957
$252K 0.01%
+1,099
958
$252K 0.01%
+1,836
959
$252K 0.01%
+5,517
960
$251K 0.01%
+7,831
961
$251K 0.01%
+2,406
962
$250K 0.01%
+511
963
$248K 0.01%
+5,794
964
$248K 0.01%
+5,000
965
$246K 0.01%
+21,312
966
$245K 0.01%
+8,145
967
$245K 0.01%
+8,520
968
$244K 0.01%
+5,327
969
$244K 0.01%
+8,731
970
$243K 0.01%
+2,974
971
$243K 0.01%
+910
972
$243K 0.01%
+42,200
973
$242K 0.01%
+5,491
974
$242K 0.01%
+2,540
975
$242K 0.01%
+1,872
37 38
39
40 41