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
2851
– –
0
2852
$2K ﹤0.01%
+39
2853
$2K ﹤0.01%
+117
2854
– –
0
2855
$2K ﹤0.01%
+20
2856
$2K ﹤0.01%
+55
2857
$2K ﹤0.01%
+48
2858
$2K ﹤0.01%
+41
2859
$2K ﹤0.01%
+30
2860
$2K ﹤0.01%
+3
2861
$2K ﹤0.01%
+67
2862
$2K ﹤0.01%
+25
2863
$2K ﹤0.01%
+52
2864
$2K ﹤0.01%
+157
2865
$2K ﹤0.01%
+125
2866
$2K ﹤0.01%
+86
2867
$2K ﹤0.01%
+1,137
2868
$2K ﹤0.01%
+19
2869
$2K ﹤0.01%
+19
2870
$2K ﹤0.01%
+32
2871
$2K ﹤0.01%
+25
2872
$2K ﹤0.01%
+25
2873
$2K ﹤0.01%
+36
2874
$2K ﹤0.01%
+36
2875
$2K ﹤0.01%
+100
113 114
115
116 117