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
2776
$3K ﹤0.01%
+35
2777
$3K ﹤0.01%
+100
2778
$3K ﹤0.01%
+200
2779
$3K ﹤0.01%
+606
2780
$3K ﹤0.01%
+9
2781
$3K ﹤0.01%
+115
2782
$3K ﹤0.01%
+100
2783
$3K ﹤0.01%
+262
2784
$3K ﹤0.01%
+85
2785
$3K ﹤0.01%
+16
2786
$3K ﹤0.01%
+8
2787
$3K ﹤0.01%
+188
2788
$3K ﹤0.01%
+155
2789
$3K ﹤0.01%
+90
2790
$3K ﹤0.01%
+25
2791
$3K ﹤0.01%
+35
2792
$3K ﹤0.01%
+100
2793
$3K ﹤0.01%
+330
2794
$3K ﹤0.01%
+137
2795
$3K ﹤0.01%
+200
2796
$3K ﹤0.01%
+41
2797
$3K ﹤0.01%
+371
2798
$3K ﹤0.01%
+100
2799
$3K ﹤0.01%
+180
2800
$3K ﹤0.01%
+52
110 111
112
113 114