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
1126
$172K ﹤0.01%
+4,902
1127
$172K ﹤0.01%
+1,412
1128
$171K ﹤0.01%
+1,293
1129
$171K ﹤0.01%
+9,050
1130
$171K ﹤0.01%
+508
1131
$170K ﹤0.01%
+4,975
1132
$170K ﹤0.01%
+2,843
1133
$170K ﹤0.01%
+4,670
1134
$170K ﹤0.01%
+23,945
1135
$169K ﹤0.01%
+2,626
1136
$169K ﹤0.01%
+3,746
1137
$168K ﹤0.01%
+5,244
1138
$168K ﹤0.01%
+2,128
1139
$168K ﹤0.01%
+781
1140
$167K ﹤0.01%
+2,466
1141
$167K ﹤0.01%
+4,705
1142
$167K ﹤0.01%
+25,710
1143
$167K ﹤0.01%
+8,000
1144
$166K ﹤0.01%
+716
1145
$166K ﹤0.01%
+4,634
1146
$166K ﹤0.01%
+2,640
1147
$166K ﹤0.01%
+7,859
1148
$166K ﹤0.01%
+3,940
1149
$166K ﹤0.01%
+283
1150
$165K ﹤0.01%
+3,674
44 45
46
47 48