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
1951
$31K ﹤0.01%
+325
1952
$31K ﹤0.01%
+3,372
1953
$31K ﹤0.01%
+1,125
1954
$31K ﹤0.01%
+283
1955
$31K ﹤0.01%
+36,724
1956
$31K ﹤0.01%
+1,688
1957
$31K ﹤0.01%
+346
1958
$31K ﹤0.01%
+2,300
1959
$31K ﹤0.01%
+525
1960
$31K ﹤0.01%
+765
1961
$31K ﹤0.01%
+2,049
1962
$30K ﹤0.01%
+950
1963
$30K ﹤0.01%
+1,648
1964
$30K ﹤0.01%
+2,300
1965
$30K ﹤0.01%
+2,425
1966
$29K ﹤0.01%
+508
1967
$29K ﹤0.01%
+1,826
1968
$29K ﹤0.01%
+612
1969
$29K ﹤0.01%
+666
1970
$29K ﹤0.01%
+726
1971
$29K ﹤0.01%
+1,068
1972
$29K ﹤0.01%
+587
1973
$29K ﹤0.01%
+10,750
1974
$29K ﹤0.01%
+366
1975
$29K ﹤0.01%
+2,200
77 78
79
80 81