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
2626
$5K ﹤0.01%
+250
2627
$5K ﹤0.01%
+330
2628
$5K ﹤0.01%
+200
2629
$5K ﹤0.01%
+103
2630
$5K ﹤0.01%
+72
2631
$5K ﹤0.01%
+330
2632
$5K ﹤0.01%
+350
2633
$5K ﹤0.01%
+100
2634
$5K ﹤0.01%
+180
2635
$5K ﹤0.01%
+100
2636
$5K ﹤0.01%
+120
2637
$5K ﹤0.01%
+120
2638
$5K ﹤0.01%
+106
2639
$5K ﹤0.01%
+734
2640
$5K ﹤0.01%
+105
2641
$5K ﹤0.01%
+436
2642
$5K ﹤0.01%
+33
2643
$5K ﹤0.01%
+180
2644
$5K ﹤0.01%
+2
2645
$5K ﹤0.01%
+113
2646
$5K ﹤0.01%
+1,180
2647
$5K ﹤0.01%
+1,245
2648
$5K ﹤0.01%
+100
2649
$5K ﹤0.01%
+20
2650
$5K ﹤0.01%
+26
104 105
106
107 108