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
1501
$78K ﹤0.01%
+3,647
1502
$78K ﹤0.01%
+7,778
1503
$78K ﹤0.01%
+2,891
1504
$78K ﹤0.01%
+4,989
1505
$77K ﹤0.01%
+5,460
1506
$77K ﹤0.01%
+3,060
1507
$77K ﹤0.01%
+1,642
1508
$77K ﹤0.01%
+2,682
1509
$77K ﹤0.01%
+1,150
1510
$77K ﹤0.01%
+469
1511
$76K ﹤0.01%
+2,376
1512
$76K ﹤0.01%
+121
1513
$76K ﹤0.01%
+899
1514
$75K ﹤0.01%
+562
1515
$75K ﹤0.01%
+688
1516
$75K ﹤0.01%
+6,050
1517
$75K ﹤0.01%
+6,367
1518
$75K ﹤0.01%
+1,500
1519
$75K ﹤0.01%
+322
1520
$75K ﹤0.01%
+10,480
1521
$75K ﹤0.01%
+770
1522
$75K ﹤0.01%
+384
1523
$74K ﹤0.01%
+752
1524
$74K ﹤0.01%
+1,614
1525
$74K ﹤0.01%
+249
59 60
61
62 63