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
1201
$147K ﹤0.01%
+1,732
1202
$146K ﹤0.01%
+2,938
1203
$146K ﹤0.01%
+1,101
1204
$146K ﹤0.01%
+5,446
1205
$146K ﹤0.01%
+489
1206
$146K ﹤0.01%
+8,425
1207
$146K ﹤0.01%
+3,796
1208
$145K ﹤0.01%
+630
1209
$144K ﹤0.01%
+991
1210
$144K ﹤0.01%
+5,030
1211
$144K ﹤0.01%
+2,500
1212
$144K ﹤0.01%
+2,245
1213
$144K ﹤0.01%
+515
1214
$143K ﹤0.01%
+10,766
1215
$143K ﹤0.01%
+10,000
1216
$143K ﹤0.01%
+10,000
1217
$142K ﹤0.01%
+3,816
1218
$142K ﹤0.01%
+1,299
1219
$142K ﹤0.01%
+1,814
1220
$142K ﹤0.01%
+13,655
1221
$141K ﹤0.01%
+8,800
1222
$141K ﹤0.01%
+7,155
1223
$141K ﹤0.01%
+13,845
1224
$141K ﹤0.01%
+2,226
1225
$141K ﹤0.01%
+2,726
47 48
49
50 51