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
1676
$55K ﹤0.01%
+1,880
1677
$55K ﹤0.01%
+1,446
1678
$55K ﹤0.01%
+822
1679
$55K ﹤0.01%
+3,065
1680
$55K ﹤0.01%
+800
1681
$55K ﹤0.01%
+2,033
1682
$55K ﹤0.01%
+1,435
1683
$54K ﹤0.01%
+11,860
1684
$54K ﹤0.01%
+6,083
1685
$54K ﹤0.01%
+2,194
1686
$54K ﹤0.01%
+2,600
1687
$54K ﹤0.01%
+2,560
1688
$53K ﹤0.01%
+3,506
1689
$53K ﹤0.01%
+1,300
1690
$53K ﹤0.01%
+4,179
1691
$53K ﹤0.01%
+1,451
1692
$53K ﹤0.01%
+875
1693
$53K ﹤0.01%
+353
1694
$53K ﹤0.01%
+3,726
1695
$53K ﹤0.01%
+3,500
1696
$53K ﹤0.01%
+564
1697
$52K ﹤0.01%
+279
1698
$52K ﹤0.01%
+3,546
1699
$52K ﹤0.01%
+1,680
1700
$52K ﹤0.01%
+3,386
66 67
68
69 70