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
1826
$41K ﹤0.01%
+4,200
1827
$41K ﹤0.01%
+6,700
1828
$41K ﹤0.01%
+4,000
1829
$41K ﹤0.01%
+536
1830
$41K ﹤0.01%
+213
1831
$41K ﹤0.01%
+2,212
1832
$40K ﹤0.01%
+1,900
1833
$40K ﹤0.01%
+10,101
1834
$40K ﹤0.01%
+574
1835
$40K ﹤0.01%
+650
1836
$40K ﹤0.01%
+574
1837
$40K ﹤0.01%
+5,700
1838
$40K ﹤0.01%
+1,200
1839
$40K ﹤0.01%
+750
1840
$40K ﹤0.01%
+1,502
1841
$40K ﹤0.01%
+1,160
1842
$40K ﹤0.01%
+2,228
1843
$40K ﹤0.01%
+678
1844
$40K ﹤0.01%
+1,502
1845
$40K ﹤0.01%
+2,156
1846
$40K ﹤0.01%
+254
1847
$40K ﹤0.01%
+923
1848
$39K ﹤0.01%
+120
1849
$39K ﹤0.01%
+626
1850
$39K ﹤0.01%
+536
72 73
74
75 76