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
201
$3.43M 0.09%
+73,255
202
$3.36M 0.09%
+125,632
203
$3.33M 0.09%
+12,033
204
$3.32M 0.09%
+10,358
205
$3.31M 0.09%
+64,672
206
$3.26M 0.09%
+165,143
207
$3.26M 0.09%
+91,132
208
$3.22M 0.09%
+6,470
209
$3.21M 0.09%
+46,751
210
$3.18M 0.08%
+20,449
211
$3.12M 0.08%
+35,033
212
$3.05M 0.08%
+41,274
213
$3.04M 0.08%
+15,228
214
$3M 0.08%
+127,469
215
$2.95M 0.08%
+109,884
216
$2.93M 0.08%
+45,317
217
$2.87M 0.08%
+29,511
218
$2.86M 0.08%
+37,481
219
$2.85M 0.08%
+15,070
220
$2.83M 0.08%
+87,572
221
$2.83M 0.08%
+46,193
222
$2.81M 0.07%
+27,250
223
$2.8M 0.07%
+37,768
224
$2.77M 0.07%
+39,174
225
$2.76M 0.07%
+5,786
7 8
9
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