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
1701
$52K ﹤0.01%
+1,650
1702
$52K ﹤0.01%
+2,928
1703
$52K ﹤0.01%
+634
1704
$52K ﹤0.01%
+1,620
1705
$51K ﹤0.01%
+1,653
1706
$51K ﹤0.01%
+2,167
1707
$51K ﹤0.01%
+1,258
1708
$51K ﹤0.01%
+262
1709
$50K ﹤0.01%
+600
1710
$50K ﹤0.01%
+2,800
1711
$50K ﹤0.01%
+335
1712
$50K ﹤0.01%
+3,600
1713
$50K ﹤0.01%
+1,561
1714
$50K ﹤0.01%
+1,571
1715
$50K ﹤0.01%
+1,329
1716
$50K ﹤0.01%
+603
1717
$50K ﹤0.01%
+2,690
1718
$50K ﹤0.01%
+2,024
1719
$50K ﹤0.01%
+245
1720
$50K ﹤0.01%
+900
1721
$50K ﹤0.01%
+4,492
1722
$49K ﹤0.01%
+428
1723
$49K ﹤0.01%
+141
1724
$49K ﹤0.01%
+1,281
1725
$49K ﹤0.01%
+925
67 68
69
70 71