SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$137M 3.65%
+1,142,090
2
$108M 2.86%
+705,880
3
$102M 2.71%
+256,798
4
$72.5M 1.93%
+312,115
5
$62.3M 1.66%
+1,217,313
6
$50.2M 1.34%
+136,308
7
$46.4M 1.23%
+130,372
8
$44.4M 1.18%
+434,320
9
$41.9M 1.12%
+369,266
10
$40M 1.06%
+113,909
11
$38.1M 1.01%
+182,814
12
$37.5M 1%
+128,476
13
$35.8M 0.95%
+678,865
14
$34M 0.9%
+224,418
15
$33.8M 0.9%
+651,595
16
$32.5M 0.86%
+127,671
17
$30.8M 0.82%
+102,232
18
$29.7M 0.79%
+568,484
19
$29.5M 0.78%
+527,348
20
$29.1M 0.77%
+724,365
21
$27.9M 0.74%
+2,097,560
22
$26.7M 0.71%
+188,704
23
$26.3M 0.7%
+75,654
24
$26.3M 0.7%
+334,177
25
$26M 0.69%
+346,789
1
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