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
1276
$128K ﹤0.01%
+1,313
1277
$128K ﹤0.01%
+2,211
1278
$128K ﹤0.01%
+1,066
1279
$128K ﹤0.01%
+4,258
1280
$128K ﹤0.01%
+741
1281
$127K ﹤0.01%
+7,837
1282
$127K ﹤0.01%
+4,000
1283
$127K ﹤0.01%
+2,400
1284
$126K ﹤0.01%
+752
1285
$126K ﹤0.01%
+1,404
1286
$126K ﹤0.01%
+3,684
1287
$126K ﹤0.01%
+1,723
1288
$125K ﹤0.01%
+1,570
1289
$125K ﹤0.01%
+11,387
1290
$125K ﹤0.01%
+6,737
1291
$125K ﹤0.01%
+156,001
1292
$125K ﹤0.01%
+48,916
1293
$124K ﹤0.01%
+861
1294
$124K ﹤0.01%
+1,386
1295
$123K ﹤0.01%
+3,223
1296
$123K ﹤0.01%
+740
1297
$123K ﹤0.01%
+2,127
1298
$123K ﹤0.01%
+3,082
1299
$123K ﹤0.01%
+7,800
1300
$123K ﹤0.01%
+2,363
50 51
52
53 54