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
1601
$63K ﹤0.01%
+1,490
1602
$63K ﹤0.01%
+2,225
1603
$63K ﹤0.01%
+899
1604
$63K ﹤0.01%
+334
1605
$63K ﹤0.01%
+1,215
1606
$63K ﹤0.01%
+4,692
1607
$63K ﹤0.01%
+4,922
1608
$63K ﹤0.01%
+14,000
1609
$63K ﹤0.01%
+3,900
1610
$63K ﹤0.01%
+4,560
1611
$63K ﹤0.01%
+697
1612
$62K ﹤0.01%
+437
1613
$62K ﹤0.01%
+145
1614
$62K ﹤0.01%
+4,812
1615
$62K ﹤0.01%
+520
1616
$61K ﹤0.01%
+2,065
1617
$61K ﹤0.01%
+7,031
1618
$61K ﹤0.01%
+915
1619
$61K ﹤0.01%
+954
1620
$61K ﹤0.01%
+943
1621
$61K ﹤0.01%
+2,200
1622
$61K ﹤0.01%
+4,259
1623
$61K ﹤0.01%
+707
1624
$61K ﹤0.01%
+1,106
1625
$61K ﹤0.01%
+1,200
63 64
65
66 67