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
1626
$61K ﹤0.01%
+2,798
1627
$60K ﹤0.01%
+691
1628
$60K ﹤0.01%
+1,640
1629
$60K ﹤0.01%
+14,400
1630
$60K ﹤0.01%
+850
1631
$60K ﹤0.01%
+6,800
1632
$60K ﹤0.01%
+864
1633
$60K ﹤0.01%
+1,258
1634
$60K ﹤0.01%
+1,552
1635
$59K ﹤0.01%
+349
1636
$59K ﹤0.01%
+168
1637
$59K ﹤0.01%
+328
1638
$59K ﹤0.01%
+1,950
1639
$59K ﹤0.01%
+1,421
1640
$59K ﹤0.01%
+500
1641
$59K ﹤0.01%
+1,002
1642
$59K ﹤0.01%
+426
1643
$59K ﹤0.01%
+125
1644
$59K ﹤0.01%
+5,477
1645
$58K ﹤0.01%
+3,646
1646
$58K ﹤0.01%
+321
1647
$58K ﹤0.01%
+593
1648
$58K ﹤0.01%
+1,415
1649
$58K ﹤0.01%
+4,666
1650
$58K ﹤0.01%
+1,063
64 65
66
67 68