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
251
$2.3M 0.06%
+25,259
252
$2.3M 0.06%
+17,302
253
$2.28M 0.06%
+54,877
254
$2.25M 0.06%
+42,972
255
$2.25M 0.06%
+36,328
256
$2.25M 0.06%
+19,556
257
$2.22M 0.06%
+156,674
258
$2.21M 0.06%
+50,977
259
$2.21M 0.06%
+58,189
260
$2.2M 0.06%
+41,583
261
$2.19M 0.06%
+45,467
262
$2.18M 0.06%
+38,410
263
$2.18M 0.06%
+6,708
264
$2.14M 0.06%
+39,651
265
$2.13M 0.06%
+31,307
266
$2.12M 0.06%
+908
267
$2.1M 0.06%
+22,901
268
$2.08M 0.06%
+35,766
269
$2.08M 0.06%
+55,027
270
$2.07M 0.06%
+36,083
271
$2.07M 0.06%
+56,558
272
$2.05M 0.05%
+56,233
273
$2.05M 0.05%
+36,738
274
$2.05M 0.05%
+48,263
275
$2.05M 0.05%
+9,374
9 10
11
12 13