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
2776
$3K ﹤0.01%
+48
2777
$3K ﹤0.01%
+672
2778
$3K ﹤0.01%
+48
2779
$3K ﹤0.01%
+8
2780
$3K ﹤0.01%
+188
2781
$3K ﹤0.01%
+155
2782
$3K ﹤0.01%
+90
2783
$3K ﹤0.01%
+25
2784
$3K ﹤0.01%
+35
2785
$3K ﹤0.01%
+100
2786
$3K ﹤0.01%
+330
2787
$3K ﹤0.01%
+137
2788
$3K ﹤0.01%
+200
2789
$3K ﹤0.01%
+41
2790
$3K ﹤0.01%
+371
2791
$3K ﹤0.01%
+100
2792
$3K ﹤0.01%
+180
2793
$3K ﹤0.01%
+52
2794
$3K ﹤0.01%
+220
2795
$3K ﹤0.01%
+1,000
2796
$3K ﹤0.01%
+62
2797
$3K ﹤0.01%
+36
2798
$3K ﹤0.01%
+35
2799
$3K ﹤0.01%
+3
2800
$3K ﹤0.01%
+100
110 111
112
113 114