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
376
$1.28M 0.03%
+24,828
377
$1.27M 0.03%
+16,919
378
$1.27M 0.03%
+38,357
379
$1.26M 0.03%
+9,756
380
$1.26M 0.03%
+43,049
381
$1.26M 0.03%
+53,610
382
$1.26M 0.03%
+16,028
383
$1.23M 0.03%
+3,899
384
$1.23M 0.03%
+26,932
385
$1.23M 0.03%
+11,676
386
$1.22M 0.03%
+19,575
387
$1.22M 0.03%
+23,545
388
$1.21M 0.03%
+40,799
389
$1.21M 0.03%
+32,853
390
$1.2M 0.03%
+6,623
391
$1.19M 0.03%
+38,627
392
$1.18M 0.03%
+42,099
393
$1.18M 0.03%
+48,233
394
$1.17M 0.03%
+37,529
395
$1.17M 0.03%
+8,329
396
$1.16M 0.03%
+7,283
397
$1.15M 0.03%
+50,042
398
$1.15M 0.03%
+18,266
399
$1.15M 0.03%
+23,484
400
$1.14M 0.03%
+3,720
14 15
16
17 18