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
2876
$2K ﹤0.01%
+77
2877
$2K ﹤0.01%
+125
2878
$2K ﹤0.01%
+1,025
2879
$2K ﹤0.01%
+39
2880
$2K ﹤0.01%
+90
2881
$2K ﹤0.01%
+17
2882
$2K ﹤0.01%
+3
2883
$2K ﹤0.01%
+300
2884
$2K ﹤0.01%
+100
2885
$2K ﹤0.01%
+61
2886
$2K ﹤0.01%
+58
2887
$2K ﹤0.01%
+130
2888
$2K ﹤0.01%
+301
2889
$2K ﹤0.01%
+500
2890
$2K ﹤0.01%
+96
2891
$2K ﹤0.01%
+300
2892
$2K ﹤0.01%
+67
2893
$2K ﹤0.01%
+25
2894
$2K ﹤0.01%
+44
2895
$2K ﹤0.01%
+300
2896
$2K ﹤0.01%
+50
2897
$2K ﹤0.01%
+100
2898
$2K ﹤0.01%
+500
2899
$2K ﹤0.01%
+100
2900
$2K ﹤0.01%
+10
114 115
116
117 118