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
1401
$100K ﹤0.01%
+4,000
1402
$99K ﹤0.01%
+42,953
1403
$99K ﹤0.01%
+402
1404
$99K ﹤0.01%
+1,799
1405
$99K ﹤0.01%
+238
1406
$98K ﹤0.01%
+2,152
1407
$98K ﹤0.01%
+1,625
1408
$98K ﹤0.01%
+2,365
1409
$97K ﹤0.01%
+9,189
1410
$97K ﹤0.01%
+9,428
1411
$96K ﹤0.01%
+1,499
1412
$96K ﹤0.01%
+6,452
1413
$95K ﹤0.01%
+45,000
1414
$95K ﹤0.01%
+675
1415
$95K ﹤0.01%
+950
1416
$95K ﹤0.01%
+1,567
1417
$95K ﹤0.01%
+6,750
1418
$95K ﹤0.01%
+5,646
1419
$95K ﹤0.01%
+456
1420
$95K ﹤0.01%
+592
1421
$93K ﹤0.01%
+5,857
1422
$93K ﹤0.01%
+567
1423
$93K ﹤0.01%
+860
1424
$93K ﹤0.01%
+3,027
1425
$93K ﹤0.01%
+3,561
55 56
57
58 59