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
1151
$165K ﹤0.01%
+16,450
1152
$165K ﹤0.01%
+1,900
1153
$164K ﹤0.01%
+1,818
1154
$164K ﹤0.01%
+10,102
1155
$163K ﹤0.01%
+3,307
1156
$162K ﹤0.01%
+2,576
1157
$162K ﹤0.01%
+4,091
1158
$162K ﹤0.01%
+19,560
1159
$161K ﹤0.01%
+10,010
1160
$161K ﹤0.01%
+2,361
1161
$161K ﹤0.01%
+13,200
1162
$161K ﹤0.01%
+872
1163
$161K ﹤0.01%
+176
1164
$160K ﹤0.01%
+2,783
1165
$159K ﹤0.01%
+6,300
1166
$158K ﹤0.01%
+7,954
1167
$158K ﹤0.01%
+1,316
1168
$158K ﹤0.01%
+10,511
1169
$158K ﹤0.01%
+2,033
1170
$158K ﹤0.01%
+8,811
1171
$157K ﹤0.01%
+4,866
1172
$156K ﹤0.01%
+1,636
1173
$155K ﹤0.01%
+1,576
1174
$155K ﹤0.01%
+1,051
1175
$155K ﹤0.01%
+2,270
45 46
47
48 49