SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
51
$17.6M 0.47%
+402,279
52
$17.3M 0.46%
+86,284
53
$16.7M 0.45%
+72,678
54
$16.7M 0.44%
+144,823
55
$16.2M 0.43%
+263,640
56
$16.1M 0.43%
+82,188
57
$15.8M 0.42%
+25,684
58
$14.8M 0.39%
+82,468
59
$14.8M 0.39%
+217,993
60
$14.7M 0.39%
+300,429
61
$14.6M 0.39%
+178,300
62
$14.3M 0.38%
+323,251
63
$14.2M 0.38%
+369,690
64
$14.1M 0.37%
+42,760
65
$14M 0.37%
+57,446
66
$13.9M 0.37%
+183,615
67
$13.7M 0.36%
+75,140
68
$13.5M 0.36%
+18,021
69
$13.4M 0.36%
+70,600
70
$13.4M 0.36%
+64,150
71
$13.4M 0.36%
+61,371
72
$13.3M 0.35%
+101,091
73
$13.2M 0.35%
+87,748
74
$13.1M 0.35%
+309,206
75
$13.1M 0.35%
+254,814
1 2
3
4 5