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
1926
$33K ﹤0.01%
+1,900
1927
$33K ﹤0.01%
+824
1928
$33K ﹤0.01%
+674
1929
$33K ﹤0.01%
+2,533
1930
$33K ﹤0.01%
+733
1931
$33K ﹤0.01%
+676
1932
$33K ﹤0.01%
+384
1933
$33K ﹤0.01%
+453
1934
$33K ﹤0.01%
+3,365
1935
$33K ﹤0.01%
+297
1936
$33K ﹤0.01%
+2,270
1937
$33K ﹤0.01%
+14,140
1938
$33K ﹤0.01%
+346
1939
$33K ﹤0.01%
+1,271
1940
$32K ﹤0.01%
+1,440
1941
$32K ﹤0.01%
+6,180
1942
$32K ﹤0.01%
+431
1943
$32K ﹤0.01%
+697
1944
$32K ﹤0.01%
+352
1945
$32K ﹤0.01%
+35,297
1946
$32K ﹤0.01%
+1,102
1947
$32K ﹤0.01%
+765
1948
$32K ﹤0.01%
+268
1949
$32K ﹤0.01%
+2,460
1950
$32K ﹤0.01%
+1,405
76 77
78
79 80