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
1726
$49K ﹤0.01%
+1,632
1727
$49K ﹤0.01%
+1,384
1728
$49K ﹤0.01%
+2,096
1729
$49K ﹤0.01%
+3,575
1730
$49K ﹤0.01%
+1,228
1731
$49K ﹤0.01%
+412
1732
$49K ﹤0.01%
+14,797
1733
$49K ﹤0.01%
+325
1734
$49K ﹤0.01%
+4,500
1735
$48K ﹤0.01%
+1,400
1736
$48K ﹤0.01%
+7,288
1737
$48K ﹤0.01%
+1,135
1738
$48K ﹤0.01%
+758
1739
$48K ﹤0.01%
+2,201
1740
$48K ﹤0.01%
+434
1741
$48K ﹤0.01%
+1,917
1742
$48K ﹤0.01%
+1,005
1743
$47K ﹤0.01%
+4,000
1744
$47K ﹤0.01%
+364
1745
$47K ﹤0.01%
+1,239
1746
$47K ﹤0.01%
+3,184
1747
$47K ﹤0.01%
+1,017
1748
$47K ﹤0.01%
+838
1749
$47K ﹤0.01%
+3,650
1750
$47K ﹤0.01%
+2
68 69
70
71 72