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
101
$10.3M 0.27%
+21,354
102
$10.2M 0.27%
+78,168
103
$10.2M 0.27%
+75,365
104
$10.2M 0.27%
+60,437
105
$9.95M 0.26%
+444,423
106
$9.85M 0.26%
+102,963
107
$9.73M 0.26%
+269,647
108
$9.72M 0.26%
+76,973
109
$9.67M 0.26%
+139,688
110
$9.63M 0.26%
+124,600
111
$9.11M 0.24%
+568,974
112
$8.81M 0.23%
+84,937
113
$8.78M 0.23%
+34,141
114
$8.43M 0.22%
+52,651
115
$8.31M 0.22%
+57,570
116
$8.3M 0.22%
+16,857
117
$8.15M 0.22%
+35,361
118
$7.84M 0.21%
+39,999
119
$7.82M 0.21%
+162,383
120
$7.69M 0.2%
+71,353
121
$7.58M 0.2%
+36,926
122
$7.54M 0.2%
+142,523
123
$7.46M 0.2%
+67,160
124
$7.46M 0.2%
+145,623
125
$7.42M 0.2%
+65,044
3 4
5
6 7