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
1076
$194K 0.01%
+8,762
1077
$194K 0.01%
+6,216
1078
$194K 0.01%
+10,596
1079
$194K 0.01%
+2,799
1080
$194K 0.01%
+585
1081
$193K 0.01%
+6,002
1082
$193K 0.01%
+639
1083
$193K 0.01%
+10,469
1084
$193K 0.01%
+1,095
1085
$192K 0.01%
+1,890
1086
$189K 0.01%
+924
1087
$189K 0.01%
+1,996
1088
$189K 0.01%
+11,211
1089
$188K 0.01%
+12,025
1090
$188K 0.01%
+15,161
1091
$187K 0.01%
+4,004
1092
$187K 0.01%
+25,987
1093
$186K ﹤0.01%
+4,578
1094
$186K ﹤0.01%
+12,475
1095
$185K ﹤0.01%
+8,595
1096
$185K ﹤0.01%
+4,611
1097
$184K ﹤0.01%
+6,730
1098
$184K ﹤0.01%
+6,788
1099
$183K ﹤0.01%
+4,157
1100
$183K ﹤0.01%
+539
42 43
44
45 46