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
2726
$3K ﹤0.01%
+205
2727
$3K ﹤0.01%
+268
2728
$3K ﹤0.01%
+30
2729
$3K ﹤0.01%
+100
2730
$3K ﹤0.01%
+51
2731
$3K ﹤0.01%
+30
2732
$3K ﹤0.01%
+63
2733
$3K ﹤0.01%
+219
2734
$3K ﹤0.01%
+200
2735
$3K ﹤0.01%
+602
2736
$3K ﹤0.01%
+66
2737
$3K ﹤0.01%
+40
2738
$3K ﹤0.01%
+9
2739
$3K ﹤0.01%
+1,000
2740
$3K ﹤0.01%
+182
2741
$3K ﹤0.01%
+158
2742
$3K ﹤0.01%
+300
2743
$3K ﹤0.01%
+30
2744
$3K ﹤0.01%
+1,420
2745
$3K ﹤0.01%
+300
2746
$3K ﹤0.01%
+59
2747
$3K ﹤0.01%
+200
2748
$3K ﹤0.01%
+100
2749
$3K ﹤0.01%
+54
2750
$3K ﹤0.01%
+48
108 109
110
111 112