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
401
$1.14M 0.03%
+7,137
402
$1.14M 0.03%
+18,595
403
$1.13M 0.03%
+26,658
404
$1.13M 0.03%
+23,419
405
$1.13M 0.03%
+7,889
406
$1.12M 0.03%
+5,810
407
$1.11M 0.03%
+22,023
408
$1.1M 0.03%
+8,043
409
$1.09M 0.03%
+17,968
410
$1.09M 0.03%
+26,874
411
$1.09M 0.03%
+7,890
412
$1.09M 0.03%
+3,933
413
$1.08M 0.03%
+14,580
414
$1.08M 0.03%
+36,529
415
$1.08M 0.03%
+44,466
416
$1.07M 0.03%
+53,211
417
$1.06M 0.03%
+20,966
418
$1.06M 0.03%
+66,863
419
$1.05M 0.03%
+17,776
420
$1.05M 0.03%
+27,976
421
$1.04M 0.03%
+20,104
422
$1.03M 0.03%
+20,948
423
$1.03M 0.03%
+15,077
424
$1.03M 0.03%
+4,312
425
$1.03M 0.03%
+40,218
15 16
17
18 19