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
1526
$74K ﹤0.01%
+1,603
1527
$74K ﹤0.01%
+795
1528
$74K ﹤0.01%
+1,000
1529
$74K ﹤0.01%
+445
1530
$74K ﹤0.01%
+1,153
1531
$74K ﹤0.01%
+1,830
1532
$73K ﹤0.01%
+4,404
1533
$73K ﹤0.01%
+5,386
1534
$73K ﹤0.01%
+323
1535
$73K ﹤0.01%
+383
1536
– –
0
1537
$72K ﹤0.01%
+7,000
1538
$72K ﹤0.01%
+3,936
1539
$72K ﹤0.01%
+1,355
1540
$72K ﹤0.01%
+1,472
1541
$72K ﹤0.01%
+5,900
1542
$72K ﹤0.01%
+1,608
1543
$72K ﹤0.01%
+23,949
1544
$72K ﹤0.01%
+1,067
1545
$71K ﹤0.01%
+1,200
1546
$71K ﹤0.01%
+544
1547
$71K ﹤0.01%
+1,161
1548
$71K ﹤0.01%
+1,195
1549
$71K ﹤0.01%
+1,162
1550
$71K ﹤0.01%
+1,410
60 61
62
63 64