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
1226
$141K ﹤0.01%
+3,960
1227
$140K ﹤0.01%
+10,307
1228
$140K ﹤0.01%
+634
1229
$140K ﹤0.01%
+1,291
1230
$140K ﹤0.01%
+4,600
1231
$139K ﹤0.01%
+1,647
1232
$139K ﹤0.01%
+8,271
1233
$139K ﹤0.01%
+5,532
1234
$138K ﹤0.01%
+6,189
1235
$138K ﹤0.01%
+1,260
1236
$138K ﹤0.01%
+1,847
1237
$137K ﹤0.01%
+1,854
1238
$137K ﹤0.01%
+1,500
1239
$136K ﹤0.01%
+1,750
1240
$136K ﹤0.01%
+669
1241
$136K ﹤0.01%
+2,310
1242
$136K ﹤0.01%
+3,383
1243
$136K ﹤0.01%
+2,093
1244
$136K ﹤0.01%
+1,476
1245
$136K ﹤0.01%
+7,532
1246
$135K ﹤0.01%
+1,953
1247
$135K ﹤0.01%
+4,976
1248
$135K ﹤0.01%
+500
1249
$135K ﹤0.01%
+3,070
1250
$135K ﹤0.01%
+9,178
48 49
50
51 52