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
2826
$2K ﹤0.01%
+90
2827
$2K ﹤0.01%
+100
2828
$2K ﹤0.01%
+68
2829
$2K ﹤0.01%
+20
2830
$2K ﹤0.01%
+42
2831
$2K ﹤0.01%
+21
2832
$2K ﹤0.01%
+200
2833
$2K ﹤0.01%
+123
2834
$2K ﹤0.01%
+34
2835
$2K ﹤0.01%
+133
2836
$2K ﹤0.01%
+15
2837
$2K ﹤0.01%
+77
2838
$2K ﹤0.01%
+125
2839
$2K ﹤0.01%
+1,025
2840
$2K ﹤0.01%
+39
2841
$2K ﹤0.01%
+90
2842
$2K ﹤0.01%
+17
2843
$2K ﹤0.01%
+58
2844
$2K ﹤0.01%
+297
2845
$2K ﹤0.01%
+150
2846
$2K ﹤0.01%
+380
2847
$2K ﹤0.01%
+55
2848
$2K ﹤0.01%
+15
2849
$2K ﹤0.01%
+110
2850
$2K ﹤0.01%
+73
112 113
114
115 116