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
2701
$4K ﹤0.01%
+168
2702
$4K ﹤0.01%
+220
2703
$4K ﹤0.01%
+200
2704
$4K ﹤0.01%
+31
2705
$4K ﹤0.01%
+306
2706
$4K ﹤0.01%
+43
2707
$4K ﹤0.01%
+127
2708
$4K ﹤0.01%
+30
2709
$4K ﹤0.01%
+100
2710
$4K ﹤0.01%
+100
2711
$4K ﹤0.01%
+177
2712
$4K ﹤0.01%
+1,612
2713
$4K ﹤0.01%
+14
2714
$4K ﹤0.01%
+532
2715
$4K ﹤0.01%
+100
2716
$4K ﹤0.01%
+42
2717
$4K ﹤0.01%
+2,000
2718
$4K ﹤0.01%
+119
2719
$3K ﹤0.01%
+67
2720
$3K ﹤0.01%
+25
2721
$3K ﹤0.01%
+628
2722
$3K ﹤0.01%
+200
2723
$3K ﹤0.01%
+53
2724
$3K ﹤0.01%
+1,500
2725
$3K ﹤0.01%
+254
107 108
109
110 111