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
1101
$183K ﹤0.01%
+7,205
1102
$182K ﹤0.01%
+1,822
1103
$182K ﹤0.01%
+2,136
1104
$182K ﹤0.01%
+4,235
1105
$182K ﹤0.01%
+7,290
1106
$182K ﹤0.01%
+9,284
1107
$181K ﹤0.01%
+651
1108
$180K ﹤0.01%
+9,504
1109
$180K ﹤0.01%
+10,000
1110
$180K ﹤0.01%
+16,734
1111
$180K ﹤0.01%
+22,264
1112
$180K ﹤0.01%
+7,084
1113
$179K ﹤0.01%
+1,319
1114
$179K ﹤0.01%
+38
1115
$179K ﹤0.01%
+19,595
1116
$179K ﹤0.01%
+8,100
1117
$179K ﹤0.01%
+1,678
1118
$178K ﹤0.01%
+1,481
1119
$177K ﹤0.01%
+2,598
1120
$177K ﹤0.01%
+12
1121
$176K ﹤0.01%
+8,575
1122
$176K ﹤0.01%
+1,147
1123
$176K ﹤0.01%
+17,777
1124
$173K ﹤0.01%
+1,793
1125
$173K ﹤0.01%
+6,380
43 44
45
46 47