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
2826
$2K ﹤0.01%
+380
2827
$2K ﹤0.01%
+55
2828
$2K ﹤0.01%
+15
2829
$2K ﹤0.01%
+110
2830
$2K ﹤0.01%
+73
2831
$2K ﹤0.01%
+17
2832
$2K ﹤0.01%
+39
2833
$2K ﹤0.01%
+117
2834
– –
0
2835
$2K ﹤0.01%
+20
2836
$2K ﹤0.01%
+55
2837
$2K ﹤0.01%
+48
2838
$2K ﹤0.01%
+41
2839
$2K ﹤0.01%
+30
2840
$2K ﹤0.01%
+52
2841
$2K ﹤0.01%
+157
2842
$2K ﹤0.01%
+125
2843
$2K ﹤0.01%
+86
2844
$2K ﹤0.01%
+124
2845
$2K ﹤0.01%
+40
2846
$2K ﹤0.01%
+124
2847
$2K ﹤0.01%
+118
2848
$2K ﹤0.01%
+15
2849
$2K ﹤0.01%
+19
2850
$2K ﹤0.01%
+1,137
112 113
114
115 116