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
1451
$87K ﹤0.01%
+3,200
1452
$87K ﹤0.01%
+2,925
1453
$87K ﹤0.01%
+1,320
1454
$86K ﹤0.01%
+2,730
1455
$86K ﹤0.01%
+346
1456
$86K ﹤0.01%
+306
1457
$86K ﹤0.01%
+4,933
1458
$85K ﹤0.01%
+1,941
1459
$85K ﹤0.01%
+5,411
1460
$85K ﹤0.01%
+1,428
1461
$85K ﹤0.01%
+3,500
1462
$84K ﹤0.01%
+900
1463
$84K ﹤0.01%
+7,610
1464
$84K ﹤0.01%
+842
1465
$84K ﹤0.01%
+2,542
1466
$84K ﹤0.01%
+5,553
1467
$84K ﹤0.01%
+2,284
1468
$83K ﹤0.01%
+2,013
1469
$83K ﹤0.01%
+1,802
1470
$83K ﹤0.01%
+700
1471
$83K ﹤0.01%
+8,099
1472
$83K ﹤0.01%
+8,000
1473
$82K ﹤0.01%
+907
1474
$82K ﹤0.01%
+3,060
1475
$82K ﹤0.01%
+755
57 58
59
60 61