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
1326
$117K ﹤0.01%
+766
1327
$117K ﹤0.01%
+949
1328
$117K ﹤0.01%
+905
1329
$117K ﹤0.01%
+3,861
1330
$117K ﹤0.01%
+2,000
1331
$116K ﹤0.01%
+4,275
1332
$116K ﹤0.01%
+2,698
1333
$116K ﹤0.01%
+12,046
1334
$116K ﹤0.01%
+7,233
1335
$116K ﹤0.01%
+7,560
1336
$115K ﹤0.01%
+6,650
1337
$115K ﹤0.01%
+16,506
1338
$115K ﹤0.01%
+3,061
1339
$115K ﹤0.01%
+14,788
1340
$115K ﹤0.01%
+469
1341
$115K ﹤0.01%
+2,400
1342
$114K ﹤0.01%
+24,300
1343
$114K ﹤0.01%
+2,320
1344
$114K ﹤0.01%
+4,667
1345
$114K ﹤0.01%
+3,638
1346
$114K ﹤0.01%
+4,119
1347
$114K ﹤0.01%
+7,037
1348
$114K ﹤0.01%
+2,796
1349
$113K ﹤0.01%
+1,259
1350
$113K ﹤0.01%
+1,454
52 53
54
55 56