SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 8.1%
3 Consumer Discretionary 8.05%
4 Communication Services 5.59%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.44M 0.14%
+192,950
152
$5.43M 0.14%
+93,509
153
$5.34M 0.14%
+24,415
154
$5.29M 0.14%
+22,830
155
$5.21M 0.14%
+127,872
156
$5.19M 0.14%
+49,693
157
$5.08M 0.14%
+65,640
158
$5.07M 0.13%
+115,500
159
$5M 0.13%
+77,784
160
$4.99M 0.13%
+111,856
161
$4.95M 0.13%
+214,675
162
$4.85M 0.13%
+54,622
163
$4.84M 0.13%
+60,767
164
$4.83M 0.13%
+64,876
165
$4.78M 0.13%
+35,019
166
$4.7M 0.13%
+106,312
167
$4.7M 0.12%
+90,563
168
$4.66M 0.12%
+138,088
169
$4.64M 0.12%
+59,006
170
$4.61M 0.12%
+36,071
171
$4.35M 0.12%
+23,247
172
$4.32M 0.11%
+456,413
173
$4.31M 0.11%
+56,815
174
$4.24M 0.11%
+84,188
175
$4.19M 0.11%
+89,197
5 6
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