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
1651
$58K ﹤0.01%
+587
1652
$57K ﹤0.01%
+1,000
1653
$57K ﹤0.01%
+1,292
1654
$57K ﹤0.01%
+4,266
1655
$57K ﹤0.01%
+9,969
1656
$57K ﹤0.01%
+2,000
1657
$57K ﹤0.01%
+700
1658
$57K ﹤0.01%
+3,353
1659
$57K ﹤0.01%
+3,508
1660
$57K ﹤0.01%
+1,061
1661
$57K ﹤0.01%
+1,136
1662
$57K ﹤0.01%
+507
1663
$57K ﹤0.01%
+800
1664
$57K ﹤0.01%
+6,000
1665
$56K ﹤0.01%
+1,423
1666
$56K ﹤0.01%
+553
1667
$56K ﹤0.01%
+326
1668
$56K ﹤0.01%
+1,478
1669
$56K ﹤0.01%
+2,400
1670
$56K ﹤0.01%
+565
1671
$56K ﹤0.01%
+5,183
1672
$56K ﹤0.01%
+5,000
1673
$56K ﹤0.01%
+300
1674
$56K ﹤0.01%
+10,125
1675
$56K ﹤0.01%
+3,976
65 66
67
68 69