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
1051
$203K 0.01%
+379
1052
$203K 0.01%
+2,591
1053
$203K 0.01%
+12,400
1054
$203K 0.01%
+8,184
1055
$202K 0.01%
+1,632
1056
$201K 0.01%
+4,113
1057
$201K 0.01%
+7,730
1058
$201K 0.01%
+9,594
1059
$200K 0.01%
+917
1060
$200K 0.01%
+19,545
1061
$199K 0.01%
+1,927
1062
$199K 0.01%
+2,029
1063
$199K 0.01%
+8,681
1064
$198K 0.01%
+606
1065
$197K 0.01%
+12,511
1066
$197K 0.01%
+9,157
1067
$196K 0.01%
+21,615
1068
$196K 0.01%
+2,991
1069
$196K 0.01%
+12,440
1070
$196K 0.01%
+7,478
1071
$196K 0.01%
+3,882
1072
$196K 0.01%
+2,322
1073
$196K 0.01%
+1,598
1074
$195K 0.01%
+28,948
1075
$195K 0.01%
+8,960
41 42
43
44 45