SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
+5.88%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$2.97B
AUM Growth
+$132M
(+4.7%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
26.67%
Holding
2,300
New
98
Increased
688
Reduced
771
Closed
144
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$25.8M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$21.2M |
| 3 |
TransDigm Group
TDG
|
+$7.58M |
| 4 |
Apple
AAPL
|
+$7.56M |
| 5 |
Intuitive Surgical
ISRG
|
+$6.88M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$9.37M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.18M |
| 3 |
Accenture
ACN
|
+$5.9M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$5.53M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
+$5.27M |
Sector Composition
| 1 | Technology | 16.24% |
| 2 | Financials | 5.29% |
| 3 | Consumer Discretionary | 5.14% |
| 4 | Industrials | 4.26% |
| 5 | Communication Services | 4.2% |
