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
1751
$47K ﹤0.01%
+2,850
1752
$46K ﹤0.01%
+592
1753
$46K ﹤0.01%
+492
1754
$46K ﹤0.01%
+492
1755
$46K ﹤0.01%
+4,454
1756
$46K ﹤0.01%
+289
1757
$46K ﹤0.01%
+1,983
1758
$46K ﹤0.01%
+1,207
1759
$46K ﹤0.01%
+2,100
1760
$46K ﹤0.01%
+7,648
1761
$46K ﹤0.01%
+19,000
1762
$46K ﹤0.01%
+5,500
1763
$45K ﹤0.01%
+700
1764
$45K ﹤0.01%
+565
1765
$45K ﹤0.01%
+4,108
1766
$45K ﹤0.01%
+1,000
1767
$45K ﹤0.01%
+1,000
1768
$45K ﹤0.01%
+1,011
1769
$45K ﹤0.01%
+4,678
1770
$45K ﹤0.01%
+468
1771
$45K ﹤0.01%
+710
1772
$45K ﹤0.01%
+599
1773
$45K ﹤0.01%
+349
1774
$45K ﹤0.01%
+1,697
1775
$45K ﹤0.01%
+1,502
69 70
71
72 73