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
1351
$112K ﹤0.01%
+4,600
1352
$112K ﹤0.01%
+4,202
1353
$112K ﹤0.01%
+485
1354
$111K ﹤0.01%
+3,410
1355
$111K ﹤0.01%
+4,433
1356
$111K ﹤0.01%
+6,912
1357
$110K ﹤0.01%
+2,995
1358
$110K ﹤0.01%
+19,417
1359
$110K ﹤0.01%
+2,990
1360
$110K ﹤0.01%
+2,711
1361
$109K ﹤0.01%
+1,000
1362
$109K ﹤0.01%
+7,746
1363
$109K ﹤0.01%
+2,777
1364
$108K ﹤0.01%
+2,180
1365
$108K ﹤0.01%
+833
1366
$108K ﹤0.01%
+13
1367
$108K ﹤0.01%
+2,504
1368
$107K ﹤0.01%
+1,090
1369
$107K ﹤0.01%
+757
1370
$107K ﹤0.01%
+1,482
1371
$107K ﹤0.01%
+2,372
1372
$106K ﹤0.01%
+6,266
1373
$106K ﹤0.01%
+1,694
1374
$106K ﹤0.01%
+1,223
1375
$106K ﹤0.01%
+9,536
53 54
55
56 57