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
1901
$35K ﹤0.01%
+1,510
1902
$35K ﹤0.01%
+2,029
1903
$35K ﹤0.01%
+355
1904
$35K ﹤0.01%
+622
1905
$35K ﹤0.01%
+2,017
1906
$35K ﹤0.01%
+850
1907
$34K ﹤0.01%
+2,750
1908
$34K ﹤0.01%
+7,528
1909
$34K ﹤0.01%
+1,265
1910
$34K ﹤0.01%
+1,550
1911
$34K ﹤0.01%
+410
1912
$34K ﹤0.01%
+316
1913
$34K ﹤0.01%
+600
1914
$34K ﹤0.01%
+993
1915
$34K ﹤0.01%
+750
1916
$34K ﹤0.01%
+176
1917
$34K ﹤0.01%
+267
1918
$34K ﹤0.01%
+323
1919
$34K ﹤0.01%
+11,200
1920
$34K ﹤0.01%
+5,148
1921
$33K ﹤0.01%
+1,250
1922
$33K ﹤0.01%
+740
1923
$33K ﹤0.01%
+1,000
1924
$33K ﹤0.01%
+805
1925
$33K ﹤0.01%
+1,300
75 76
77
78 79