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
326
$1.63M 0.04%
+33,730
327
$1.63M 0.04%
+8,545
328
$1.62M 0.04%
+73,173
329
$1.6M 0.04%
+40,791
330
$1.6M 0.04%
+19,139
331
$1.57M 0.04%
+61,910
332
$1.56M 0.04%
+11,042
333
$1.55M 0.04%
+58,023
334
$1.54M 0.04%
+4
335
$1.54M 0.04%
+20,814
336
$1.53M 0.04%
+18,362
337
$1.53M 0.04%
+44,141
338
$1.53M 0.04%
+19,014
339
$1.53M 0.04%
+7,449
340
$1.52M 0.04%
+19,335
341
$1.51M 0.04%
+18,936
342
$1.51M 0.04%
+114,546
343
$1.5M 0.04%
+76,836
344
$1.5M 0.04%
+47,611
345
$1.48M 0.04%
+10,361
346
$1.46M 0.04%
+91,038
347
$1.46M 0.04%
+9,120
348
$1.46M 0.04%
+16,435
349
$1.45M 0.04%
+23,225
350
$1.45M 0.04%
+47,292
12 13
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15 16