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
2026
$27K ﹤0.01%
+2,220
2027
$27K ﹤0.01%
+189
2028
$27K ﹤0.01%
+510
2029
$26K ﹤0.01%
+474
2030
$26K ﹤0.01%
+102
2031
$26K ﹤0.01%
+570
2032
$26K ﹤0.01%
+2,500
2033
$26K ﹤0.01%
+1,025
2034
$26K ﹤0.01%
+1,874
2035
$26K ﹤0.01%
+6,581
2036
$26K ﹤0.01%
+500
2037
$26K ﹤0.01%
+952
2038
$26K ﹤0.01%
+842
2039
$26K ﹤0.01%
+420
2040
$26K ﹤0.01%
+700
2041
$26K ﹤0.01%
+586
2042
0
2043
$26K ﹤0.01%
+342
2044
$26K ﹤0.01%
+2,400
2045
$26K ﹤0.01%
+356
2046
$26K ﹤0.01%
+950
2047
$26K ﹤0.01%
+350
2048
$26K ﹤0.01%
+618
2049
$26K ﹤0.01%
+200
2050
$26K ﹤0.01%
+304