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
1476
$82K ﹤0.01%
+2,453
1477
$82K ﹤0.01%
+1,800
1478
$82K ﹤0.01%
+11,900
1479
$82K ﹤0.01%
+3,226
1480
$82K ﹤0.01%
+934
1481
$81K ﹤0.01%
+469
1482
$81K ﹤0.01%
+4,452
1483
$81K ﹤0.01%
+2,270
1484
$81K ﹤0.01%
+2,510
1485
$81K ﹤0.01%
+4,083
1486
$81K ﹤0.01%
+573
1487
$81K ﹤0.01%
+2,408
1488
$80K ﹤0.01%
+1,400
1489
$80K ﹤0.01%
+780
1490
$80K ﹤0.01%
+1,138
1491
$80K ﹤0.01%
+2,200
1492
$79K ﹤0.01%
+1,703
1493
$79K ﹤0.01%
+1,620
1494
$79K ﹤0.01%
+1,332
1495
$79K ﹤0.01%
+6,107
1496
$79K ﹤0.01%
+1,807
1497
$78K ﹤0.01%
+3,049
1498
$78K ﹤0.01%
+724
1499
$78K ﹤0.01%
+2,844
1500
$78K ﹤0.01%
+3,010
58 59
60
61 62