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
2751
$3K ﹤0.01%
+58
2752
$3K ﹤0.01%
+112
2753
$3K ﹤0.01%
+33
2754
$3K ﹤0.01%
+45
2755
$3K ﹤0.01%
+219
2756
$3K ﹤0.01%
+200
2757
$3K ﹤0.01%
+602
2758
$3K ﹤0.01%
+66
2759
$3K ﹤0.01%
+40
2760
$3K ﹤0.01%
+9
2761
$3K ﹤0.01%
+1,000
2762
$3K ﹤0.01%
+182
2763
$3K ﹤0.01%
+158
2764
$3K ﹤0.01%
+300
2765
$3K ﹤0.01%
+30
2766
$3K ﹤0.01%
+1,420
2767
$3K ﹤0.01%
+300
2768
$3K ﹤0.01%
+59
2769
$3K ﹤0.01%
+200
2770
$3K ﹤0.01%
+100
2771
$3K ﹤0.01%
+54
2772
$3K ﹤0.01%
+48
2773
$3K ﹤0.01%
+300
2774
$3K ﹤0.01%
+77
2775
$3K ﹤0.01%
+75
109 110
111
112 113