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
126
$7.31M 0.19%
+93,006
127
$7.26M 0.19%
+27,565
128
$6.86M 0.18%
+53,743
129
$6.83M 0.18%
+124,995
130
$6.79M 0.18%
+258,015
131
$6.69M 0.18%
+65,257
132
$6.65M 0.18%
+30,804
133
$6.54M 0.17%
+255,031
134
$6.5M 0.17%
+197,064
135
$6.48M 0.17%
+14,672
136
$6.43M 0.17%
+74,561
137
$6.38M 0.17%
+18,002
138
$6.37M 0.17%
+41,034
139
$6.26M 0.17%
+24,855
140
$6.13M 0.16%
+60,484
141
$6.04M 0.16%
+16,697
142
$5.92M 0.16%
+83,010
143
$5.92M 0.16%
+115,142
144
$5.89M 0.16%
+29,435
145
$5.83M 0.16%
+50,230
146
$5.63M 0.15%
+103,014
147
$5.6M 0.15%
+38,148
148
$5.54M 0.15%
+54,564
149
$5.52M 0.15%
+56,996
150
$5.46M 0.15%
+223,080
4 5
6
7 8