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
1426
$92K ﹤0.01%
+25
1427
$92K ﹤0.01%
+2,029
1428
$92K ﹤0.01%
+2,627
1429
$92K ﹤0.01%
+741
1430
$92K ﹤0.01%
+6,135
1431
$92K ﹤0.01%
+1,179
1432
$92K ﹤0.01%
+1,800
1433
$91K ﹤0.01%
+6,793
1434
$91K ﹤0.01%
+57,600
1435
$91K ﹤0.01%
+868
1436
$91K ﹤0.01%
+3,211
1437
$90K ﹤0.01%
+5,793
1438
$90K ﹤0.01%
+390
1439
$90K ﹤0.01%
+474
1440
$89K ﹤0.01%
+6,225
1441
$89K ﹤0.01%
+1,361
1442
$89K ﹤0.01%
+4,000
1443
$89K ﹤0.01%
+2,237
1444
$89K ﹤0.01%
+37,839
1445
$88K ﹤0.01%
+3,700
1446
$88K ﹤0.01%
+1,520
1447
$88K ﹤0.01%
+5,614
1448
$87K ﹤0.01%
+5,152
1449
$87K ﹤0.01%
+682
1450
$87K ﹤0.01%
+467
56 57
58
59 60