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
1001
$230K 0.01%
+7,238
1002
$229K 0.01%
+1,200
1003
$229K 0.01%
+4,240
1004
$228K 0.01%
+8,463
1005
$228K 0.01%
+24,581
1006
$228K 0.01%
+31,929
1007
$227K 0.01%
+4,020
1008
$226K 0.01%
+11,136
1009
$225K 0.01%
+1,853
1010
$225K 0.01%
+5,880
1011
$224K 0.01%
+15,569
1012
$224K 0.01%
+6,820
1013
$224K 0.01%
+7,369
1014
$224K 0.01%
+15,180
1015
$223K 0.01%
+6,164
1016
$223K 0.01%
+4,246
1017
$222K 0.01%
+955
1018
$221K 0.01%
+10,643
1019
$221K 0.01%
+6,210
1020
$220K 0.01%
+2,702
1021
$220K 0.01%
+27,900
1022
$219K 0.01%
+5,948
1023
$219K 0.01%
+3,391
1024
$218K 0.01%
+2,763
1025
$217K 0.01%
+615
39 40
41
42 43