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
1551
$70K ﹤0.01%
+1,340
1552
$70K ﹤0.01%
+8,200
1553
$70K ﹤0.01%
+5,188
1554
$70K ﹤0.01%
+900
1555
$70K ﹤0.01%
+5,327
1556
$70K ﹤0.01%
+560
1557
$70K ﹤0.01%
+713
1558
$69K ﹤0.01%
+1,725
1559
$69K ﹤0.01%
+2,160
1560
$69K ﹤0.01%
+414
1561
$69K ﹤0.01%
+13,713
1562
$69K ﹤0.01%
+1,830
1563
$69K ﹤0.01%
+1,422
1564
$68K ﹤0.01%
+1,332
1565
$68K ﹤0.01%
+3,704
1566
$68K ﹤0.01%
+6,068
1567
$68K ﹤0.01%
+300
1568
$67K ﹤0.01%
+2,661
1569
$67K ﹤0.01%
+23,000
1570
$67K ﹤0.01%
+1,460
1571
$67K ﹤0.01%
+2,400
1572
$67K ﹤0.01%
+421
1573
$67K ﹤0.01%
+27,581
1574
$67K ﹤0.01%
+2,532
1575
$66K ﹤0.01%
+1,396
61 62
63
64 65