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
1251
$135K ﹤0.01%
+5,480
1252
$135K ﹤0.01%
+3,565
1253
$134K ﹤0.01%
+2,357
1254
$134K ﹤0.01%
+2,902
1255
$133K ﹤0.01%
+335
1256
$133K ﹤0.01%
+2,310
1257
$133K ﹤0.01%
+7,162
1258
$132K ﹤0.01%
+4,086
1259
$132K ﹤0.01%
+1,906
1260
$131K ﹤0.01%
+1,884
1261
$131K ﹤0.01%
+1,210
1262
$131K ﹤0.01%
+2,238
1263
$131K ﹤0.01%
+865
1264
$131K ﹤0.01%
+934
1265
$131K ﹤0.01%
+4,050
1266
$131K ﹤0.01%
+3,630
1267
$130K ﹤0.01%
+1,419
1268
$130K ﹤0.01%
+8,800
1269
$129K ﹤0.01%
+2,834
1270
$129K ﹤0.01%
+2,990
1271
$129K ﹤0.01%
+29,000
1272
$129K ﹤0.01%
+5,974
1273
$129K ﹤0.01%
+752
1274
$128K ﹤0.01%
+1,441
1275
$128K ﹤0.01%
+2,171
49 50
51
52 53