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
276
$2.04M 0.05%
+37,182
277
$2.04M 0.05%
+15,891
278
$2.04M 0.05%
+59,349
279
$2.01M 0.05%
+10,042
280
$2M 0.05%
+16,507
281
$1.99M 0.05%
+30,507
282
$1.98M 0.05%
+21,812
283
$1.98M 0.05%
+30,300
284
$1.96M 0.05%
+85,757
285
$1.96M 0.05%
+4,302
286
$1.95M 0.05%
+26,031
287
$1.92M 0.05%
+10,269
288
$1.92M 0.05%
+160,636
289
$1.91M 0.05%
+10,827
290
$1.91M 0.05%
+44,728
291
$1.9M 0.05%
+12,923
292
$1.9M 0.05%
+32,277
293
$1.88M 0.05%
+25,921
294
$1.86M 0.05%
+34,193
295
$1.85M 0.05%
+75,579
296
$1.84M 0.05%
+9,496
297
$1.84M 0.05%
+42,608
298
$1.83M 0.05%
+9,756
299
$1.83M 0.05%
+6,863
300
$1.81M 0.05%
+27,570
10 11
12
13 14