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
1801
$43K ﹤0.01%
+1,193
1802
$43K ﹤0.01%
+392
1803
$43K ﹤0.01%
+584
1804
$43K ﹤0.01%
+1,109
1805
$43K ﹤0.01%
+798
1806
$42K ﹤0.01%
+4,200
1807
$42K ﹤0.01%
+900
1808
$42K ﹤0.01%
+600
1809
$42K ﹤0.01%
+308
1810
$42K ﹤0.01%
+150
1811
$42K ﹤0.01%
+3,325
1812
$42K ﹤0.01%
+402
1813
$42K ﹤0.01%
+170
1814
$42K ﹤0.01%
+4,887
1815
$42K ﹤0.01%
+642
1816
$42K ﹤0.01%
+2,166
1817
$42K ﹤0.01%
+509
1818
$42K ﹤0.01%
+900
1819
$42K ﹤0.01%
+619
1820
$41K ﹤0.01%
+650
1821
$41K ﹤0.01%
+1,691
1822
$41K ﹤0.01%
+363
1823
$41K ﹤0.01%
+306
1824
$41K ﹤0.01%
+286
1825
$41K ﹤0.01%
+12,782
71 72
73
74 75