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
2801
$3K ﹤0.01%
+220
2802
$3K ﹤0.01%
+1,000
2803
$3K ﹤0.01%
+62
2804
$3K ﹤0.01%
+36
2805
$3K ﹤0.01%
+31
2806
$3K ﹤0.01%
+48
2807
$2K ﹤0.01%
+124
2808
$2K ﹤0.01%
+40
2809
$2K ﹤0.01%
+124
2810
$2K ﹤0.01%
+118
2811
$2K ﹤0.01%
+15
2812
$2K ﹤0.01%
+35
2813
$2K ﹤0.01%
+1
2814
$2K ﹤0.01%
+30
2815
$2K ﹤0.01%
+200
2816
$2K ﹤0.01%
+20
2817
$2K ﹤0.01%
+50
2818
$2K ﹤0.01%
+20
2819
$2K ﹤0.01%
+64
2820
$2K ﹤0.01%
+25
2821
$2K ﹤0.01%
+42
2822
$2K ﹤0.01%
+95
2823
$2K ﹤0.01%
+12
2824
$2K ﹤0.01%
+2
2825
$2K ﹤0.01%
+100
111 112
113
114 115