SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 8.11%
3 Consumer Discretionary 8.05%
4 Communication Services 5.6%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$28K ﹤0.01%
+1
2002
$28K ﹤0.01%
+456
2003
$28K ﹤0.01%
+5,000
2004
$28K ﹤0.01%
+1,000
2005
$28K ﹤0.01%
+6,511
2006
$28K ﹤0.01%
+4,000
2007
$28K ﹤0.01%
+944
2008
$28K ﹤0.01%
+1,150
2009
$28K ﹤0.01%
+514
2010
$28K ﹤0.01%
+2,335
2011
$28K ﹤0.01%
+3,600
2012
$27K ﹤0.01%
+34
2013
$27K ﹤0.01%
+331
2014
$27K ﹤0.01%
+4,318
2015
$27K ﹤0.01%
+1,152
2016
$27K ﹤0.01%
+900
2017
$27K ﹤0.01%
+865
2018
$27K ﹤0.01%
+1,023
2019
$27K ﹤0.01%
+1,170
2020
$27K ﹤0.01%
+3,963
2021
$27K ﹤0.01%
+663
2022
$27K ﹤0.01%
+1,796
2023
$27K ﹤0.01%
+348
2024
$27K ﹤0.01%
+1,512
2025
$27K ﹤0.01%
+1,175
79 80
81
82 83