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
301
$1.8M 0.05%
+6,426
302
$1.8M 0.05%
+124,802
303
$1.8M 0.05%
+52,834
304
$1.79M 0.05%
+36,837
305
$1.79M 0.05%
+35,665
306
$1.78M 0.05%
+28,733
307
$1.77M 0.05%
+36,465
308
$1.77M 0.05%
+17,309
309
$1.76M 0.05%
+5,051
310
$1.75M 0.05%
+26,847
311
$1.74M 0.05%
+32,314
312
$1.74M 0.05%
+58,010
313
$1.73M 0.05%
+29,716
314
$1.72M 0.05%
+96,601
315
$1.71M 0.05%
+5,684
316
$1.71M 0.05%
+68,464
317
$1.7M 0.05%
+32,319
318
$1.7M 0.05%
+19,432
319
$1.7M 0.05%
+6,831
320
$1.69M 0.05%
+30,087
321
$1.69M 0.04%
+15,594
322
$1.68M 0.04%
+7,387
323
$1.68M 0.04%
+68,771
324
$1.66M 0.04%
+96,396
325
$1.65M 0.04%
+94,864
11 12
13
14 15