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
2851
$2K ﹤0.01%
+19
2852
$2K ﹤0.01%
+32
2853
$2K ﹤0.01%
+25
2854
$2K ﹤0.01%
+25
2855
$2K ﹤0.01%
+36
2856
$2K ﹤0.01%
+36
2857
$2K ﹤0.01%
+100
2858
$2K ﹤0.01%
+322
2859
$2K ﹤0.01%
+83
2860
$2K ﹤0.01%
+68
2861
$2K ﹤0.01%
+20
2862
$2K ﹤0.01%
+27
2863
$2K ﹤0.01%
+38
2864
$2K ﹤0.01%
+100
2865
$2K ﹤0.01%
+17
2866
$2K ﹤0.01%
+122
2867
$2K ﹤0.01%
+187
2868
$2K ﹤0.01%
+313
2869
$2K ﹤0.01%
+42
2870
$2K ﹤0.01%
+21
2871
$2K ﹤0.01%
+200
2872
$2K ﹤0.01%
+123
2873
$2K ﹤0.01%
+34
2874
$2K ﹤0.01%
+133
2875
$2K ﹤0.01%
+15
113 114
115
116 117