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
1851
$39K ﹤0.01%
+2,666
1852
$39K ﹤0.01%
+1,522
1853
$39K ﹤0.01%
+4,976
1854
$39K ﹤0.01%
+120
1855
$39K ﹤0.01%
+967
1856
$39K ﹤0.01%
+300
1857
$38K ﹤0.01%
+527
1858
$38K ﹤0.01%
+600
1859
$38K ﹤0.01%
+1,000
1860
$38K ﹤0.01%
+850
1861
$38K ﹤0.01%
+550
1862
$38K ﹤0.01%
+4,625
1863
$38K ﹤0.01%
+726
1864
$38K ﹤0.01%
+1,000
1865
$37K ﹤0.01%
+1,981
1866
$37K ﹤0.01%
+678
1867
$37K ﹤0.01%
+309
1868
$37K ﹤0.01%
+2,746
1869
$37K ﹤0.01%
+1,357
1870
$37K ﹤0.01%
+690
1871
$37K ﹤0.01%
+2,700
1872
$37K ﹤0.01%
+600
1873
$37K ﹤0.01%
+604
1874
$37K ﹤0.01%
+1,556
1875
$37K ﹤0.01%
+16
73 74
75
76 77