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
76
$13.1M 0.35%
+533,398
77
$13M 0.35%
+44,961
78
$12.9M 0.34%
+97,118
79
$12.9M 0.34%
+497,064
80
$12.9M 0.34%
+247,157
81
$12.9M 0.34%
+59,268
82
$12.8M 0.34%
+146,556
83
$12.8M 0.34%
+85,667
84
$12.6M 0.33%
+64,782
85
$12.4M 0.33%
+92,847
86
$12.3M 0.33%
+695,827
87
$12.2M 0.32%
+38,168
88
$12.1M 0.32%
+111,441
89
$11.7M 0.31%
+159,015
90
$11.4M 0.3%
+129,115
91
$11.1M 0.3%
+50,429
92
$10.9M 0.29%
+155,514
93
$10.9M 0.29%
+184,510
94
$10.9M 0.29%
+117,653
95
$10.9M 0.29%
+95,081
96
$10.7M 0.29%
+124,231
97
$10.7M 0.28%
+122,186
98
$10.6M 0.28%
+198,642
99
$10.4M 0.28%
+73,710
100
$10.4M 0.28%
+70,075
2 3
4
5 6