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
1776
$44K ﹤0.01%
+1,938
1777
$44K ﹤0.01%
+2,237
1778
$44K ﹤0.01%
+3,034
1779
$44K ﹤0.01%
+1,276
1780
$44K ﹤0.01%
+3,591
1781
$44K ﹤0.01%
+127
1782
$44K ﹤0.01%
+1,864
1783
$44K ﹤0.01%
+874
1784
$44K ﹤0.01%
+800
1785
$44K ﹤0.01%
+3,268
1786
$44K ﹤0.01%
+2,970
1787
$44K ﹤0.01%
+550
1788
$44K ﹤0.01%
+589
1789
$44K ﹤0.01%
+454
1790
$44K ﹤0.01%
+388
1791
$44K ﹤0.01%
+1,842
1792
$44K ﹤0.01%
+678
1793
$43K ﹤0.01%
+258
1794
$43K ﹤0.01%
+2,516
1795
$43K ﹤0.01%
+1,800
1796
$43K ﹤0.01%
+471
1797
$43K ﹤0.01%
+1,757
1798
$43K ﹤0.01%
+312
1799
$43K ﹤0.01%
+1,917
1800
$43K ﹤0.01%
+4,800
70 71
72
73 74