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
976
$241K 0.01%
+9,765
977
$241K 0.01%
+5,380
978
$241K 0.01%
+6,440
979
$239K 0.01%
+1,889
980
$239K 0.01%
+17,383
981
$239K 0.01%
+2,502
982
$239K 0.01%
+6,922
983
$239K 0.01%
+7,804
984
$239K 0.01%
+428
985
$239K 0.01%
+15,786
986
$238K 0.01%
+16,695
987
$238K 0.01%
+2,542
988
$238K 0.01%
+5,429
989
$237K 0.01%
+2,466
990
$236K 0.01%
+884
991
$236K 0.01%
+1,253
992
$236K 0.01%
+14,962
993
$236K 0.01%
+7,326
994
$234K 0.01%
+9,639
995
$234K 0.01%
+10,474
996
$233K 0.01%
+6,605
997
$233K 0.01%
+12,900
998
$231K 0.01%
+20,994
999
$231K 0.01%
+6,733
1000
$231K 0.01%
+3,166
38 39
40
41 42