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
1176
$155K ﹤0.01%
+1,515
1177
$155K ﹤0.01%
+3,422
1178
$153K ﹤0.01%
+1,906
1179
$153K ﹤0.01%
+12,331
1180
$152K ﹤0.01%
+1,912
1181
$152K ﹤0.01%
+2,000
1182
$152K ﹤0.01%
+7,317
1183
$152K ﹤0.01%
+126
1184
$152K ﹤0.01%
+1,442
1185
$151K ﹤0.01%
+1,186
1186
$150K ﹤0.01%
+3,485
1187
$150K ﹤0.01%
+7,890
1188
$150K ﹤0.01%
+9,785
1189
$150K ﹤0.01%
+3,010
1190
$150K ﹤0.01%
+1,727
1191
$150K ﹤0.01%
+6,754
1192
$149K ﹤0.01%
+2,772
1193
$148K ﹤0.01%
+3,340
1194
$148K ﹤0.01%
+755
1195
$148K ﹤0.01%
+1,980
1196
$148K ﹤0.01%
+3,300
1197
$148K ﹤0.01%
+3,999
1198
$147K ﹤0.01%
+1,367
1199
$147K ﹤0.01%
+2,687
1200
$147K ﹤0.01%
+36,250
46 47
48
49 50