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
1026
$216K 0.01%
+2,239
1027
$216K 0.01%
+15,920
1028
$215K 0.01%
+2,115
1029
$215K 0.01%
+6,497
1030
$215K 0.01%
+5,660
1031
$214K 0.01%
+756
1032
$214K 0.01%
+1,394
1033
$213K 0.01%
+1,560
1034
$213K 0.01%
+9,193
1035
$212K 0.01%
+1,972
1036
$212K 0.01%
+973
1037
$211K 0.01%
+11,600
1038
$211K 0.01%
+6,691
1039
$211K 0.01%
+444
1040
$211K 0.01%
+1,580
1041
$210K 0.01%
+2,857
1042
$207K 0.01%
+39,310
1043
$206K 0.01%
+4,018
1044
$206K 0.01%
+2,228
1045
$206K 0.01%
+22,470
1046
$205K 0.01%
+4,864
1047
$205K 0.01%
+12,915
1048
$204K 0.01%
+14,173
1049
$204K 0.01%
+505
1050
$204K 0.01%
+19,293
40 41
42
43 44