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
1301
$123K ﹤0.01%
+1,228
1302
$122K ﹤0.01%
+27,861
1303
$122K ﹤0.01%
+3,942
1304
$122K ﹤0.01%
+2,199
1305
$121K ﹤0.01%
+2,353
1306
$120K ﹤0.01%
+595
1307
$120K ﹤0.01%
+1,760
1308
$120K ﹤0.01%
+2,098
1309
$119K ﹤0.01%
+1,222
1310
$119K ﹤0.01%
+12,750
1311
$119K ﹤0.01%
+948
1312
$119K ﹤0.01%
+1,789
1313
$119K ﹤0.01%
+1,295
1314
$119K ﹤0.01%
+3,050
1315
$119K ﹤0.01%
+432
1316
$119K ﹤0.01%
+6,820
1317
$119K ﹤0.01%
+3,810
1318
$118K ﹤0.01%
+1,640
1319
$118K ﹤0.01%
+4,112
1320
$118K ﹤0.01%
+11,591
1321
$118K ﹤0.01%
+1,062
1322
$118K ﹤0.01%
+8,344
1323
$118K ﹤0.01%
+1,037
1324
$118K ﹤0.01%
+280
1325
$118K ﹤0.01%
+358
51 52
53
54 55