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
1876
$37K ﹤0.01%
+1,777
1877
$37K ﹤0.01%
+369
1878
$36K ﹤0.01%
+1,018
1879
$36K ﹤0.01%
+692
1880
$36K ﹤0.01%
+275
1881
$36K ﹤0.01%
+696
1882
$36K ﹤0.01%
+1,258
1883
$36K ﹤0.01%
+2,215
1884
$36K ﹤0.01%
+4,500
1885
$36K ﹤0.01%
+2,300
1886
$36K ﹤0.01%
+3,012
1887
$36K ﹤0.01%
+458
1888
$36K ﹤0.01%
+10,373
1889
$36K ﹤0.01%
+94
1890
$36K ﹤0.01%
+439
1891
$35K ﹤0.01%
+646
1892
$35K ﹤0.01%
+1,250
1893
$35K ﹤0.01%
+1,244
1894
$35K ﹤0.01%
+1,000
1895
$35K ﹤0.01%
+300
1896
$35K ﹤0.01%
+1,380
1897
$35K ﹤0.01%
+1,101
1898
$35K ﹤0.01%
+758
1899
$35K ﹤0.01%
+752
1900
$35K ﹤0.01%
+608
74 75
76
77 78