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
2801
$3K ﹤0.01%
+64
2802
$3K ﹤0.01%
+55
2803
$3K ﹤0.01%
+58
2804
$3K ﹤0.01%
+112
2805
$3K ﹤0.01%
+33
2806
$3K ﹤0.01%
+45
2807
$2K ﹤0.01%
+35
2808
$2K ﹤0.01%
+1
2809
$2K ﹤0.01%
+30
2810
$2K ﹤0.01%
+200
2811
$2K ﹤0.01%
+20
2812
$2K ﹤0.01%
+50
2813
$2K ﹤0.01%
+20
2814
$2K ﹤0.01%
+64
2815
$2K ﹤0.01%
+25
2816
$2K ﹤0.01%
+42
2817
$2K ﹤0.01%
+95
2818
$2K ﹤0.01%
+12
2819
$2K ﹤0.01%
+2
2820
$2K ﹤0.01%
+100
2821
$2K ﹤0.01%
+90
2822
$2K ﹤0.01%
+100
2823
$2K ﹤0.01%
+58
2824
$2K ﹤0.01%
+297
2825
$2K ﹤0.01%
+150
111 112
113
114 115