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
1576
$66K ﹤0.01%
+4,800
1577
$66K ﹤0.01%
+207
1578
$66K ﹤0.01%
+4,000
1579
$66K ﹤0.01%
+8,568
1580
$66K ﹤0.01%
+6,500
1581
$66K ﹤0.01%
+1,571
1582
$65K ﹤0.01%
+265
1583
$65K ﹤0.01%
+1,704
1584
$65K ﹤0.01%
+515
1585
$65K ﹤0.01%
+7,719
1586
$65K ﹤0.01%
+934
1587
$65K ﹤0.01%
+14,552
1588
$65K ﹤0.01%
+6,257
1589
$65K ﹤0.01%
+1,361
1590
$65K ﹤0.01%
+5,141
1591
$64K ﹤0.01%
+2,110
1592
$64K ﹤0.01%
+450
1593
$64K ﹤0.01%
+4,080
1594
$64K ﹤0.01%
+828
1595
$64K ﹤0.01%
+1,120
1596
$64K ﹤0.01%
+350
1597
$64K ﹤0.01%
+1,360
1598
$64K ﹤0.01%
+894
1599
$64K ﹤0.01%
+717
1600
$64K ﹤0.01%
+3,100
62 63
64
65 66