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
2751
$3K ﹤0.01%
+300
2752
$3K ﹤0.01%
+77
2753
$3K ﹤0.01%
+75
2754
$3K ﹤0.01%
+35
2755
$3K ﹤0.01%
+100
2756
$3K ﹤0.01%
+200
2757
$3K ﹤0.01%
+31
2758
$3K ﹤0.01%
+108
2759
$3K ﹤0.01%
+330
2760
$3K ﹤0.01%
+597
2761
$3K ﹤0.01%
+28
2762
$3K ﹤0.01%
+606
2763
$3K ﹤0.01%
+9
2764
$3K ﹤0.01%
+115
2765
$3K ﹤0.01%
+100
2766
$3K ﹤0.01%
+262
2767
$3K ﹤0.01%
+85
2768
$3K ﹤0.01%
+16
2769
$3K ﹤0.01%
+195
2770
$3K ﹤0.01%
+90
2771
$3K ﹤0.01%
+250
2772
$3K ﹤0.01%
+28
2773
$3K ﹤0.01%
+55
2774
$3K ﹤0.01%
+40
2775
$3K ﹤0.01%
+71
109 110
111
112 113