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
351
$1.45M 0.04%
+7,928
352
$1.44M 0.04%
+15,708
353
$1.43M 0.04%
+8,143
354
$1.43M 0.04%
+14,159
355
$1.43M 0.04%
+11,559
356
$1.42M 0.04%
+15,839
357
$1.41M 0.04%
+227,599
358
$1.41M 0.04%
+3,818
359
$1.41M 0.04%
+12,785
360
$1.4M 0.04%
+6,056
361
$1.4M 0.04%
+20,364
362
$1.38M 0.04%
+32,609
363
$1.37M 0.04%
+8,325
364
$1.36M 0.04%
+19,427
365
$1.36M 0.04%
+42,472
366
$1.35M 0.04%
+58,874
367
$1.34M 0.04%
+9,868
368
$1.33M 0.04%
+27,137
369
$1.33M 0.04%
+18,204
370
$1.31M 0.03%
+16,662
371
$1.3M 0.03%
+2,046
372
$1.29M 0.03%
+22,362
373
$1.29M 0.03%
+38,976
374
$1.28M 0.03%
+10,173
375
$1.28M 0.03%
+102,640
13 14
15
16 17