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
176
$4.08M 0.11%
+39,504
177
$4.07M 0.11%
+71,302
178
$4.03M 0.11%
+78,132
179
$4.02M 0.11%
+74,682
180
$4M 0.11%
+20,808
181
$3.99M 0.11%
+73,062
182
$3.97M 0.11%
+62,777
183
$3.92M 0.1%
+13,137
184
$3.89M 0.1%
+30,484
185
$3.81M 0.1%
+17,005
186
$3.8M 0.1%
+45,908
187
$3.7M 0.1%
+68,942
188
$3.68M 0.1%
+136,498
189
$3.64M 0.1%
+68,389
190
$3.62M 0.1%
+11,127
191
$3.57M 0.09%
+30,338
192
$3.54M 0.09%
+13,213
193
$3.54M 0.09%
+29,050
194
$3.54M 0.09%
+23,321
195
$3.53M 0.09%
+58,915
196
$3.52M 0.09%
+123,550
197
$3.52M 0.09%
+31,193
198
$3.52M 0.09%
+465,069
199
$3.5M 0.09%
+24,670
200
$3.46M 0.09%
+25,631
6 7
8
9 10