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
2601
$6K ﹤0.01%
+300
2602
$6K ﹤0.01%
+291
2603
$5K ﹤0.01%
+10
2604
$5K ﹤0.01%
+128
2605
$5K ﹤0.01%
+101
2606
$5K ﹤0.01%
+200
2607
$5K ﹤0.01%
+103
2608
$5K ﹤0.01%
+72
2609
$5K ﹤0.01%
+330
2610
$5K ﹤0.01%
+350
2611
$5K ﹤0.01%
+100
2612
$5K ﹤0.01%
+180
2613
$5K ﹤0.01%
+100
2614
$5K ﹤0.01%
+120
2615
$5K ﹤0.01%
+120
2616
$5K ﹤0.01%
+106
2617
$5K ﹤0.01%
+734
2618
$5K ﹤0.01%
+105
2619
$5K ﹤0.01%
+436
2620
$5K ﹤0.01%
+33
2621
$5K ﹤0.01%
+180
2622
$5K ﹤0.01%
+1,180
2623
$5K ﹤0.01%
+1,245
2624
$5K ﹤0.01%
+54
2625
$5K ﹤0.01%
+220
103 104
105
106 107