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
1976
$29K ﹤0.01%
+1,981
1977
$29K ﹤0.01%
+328
1978
$29K ﹤0.01%
+4,020
1979
$29K ﹤0.01%
+725
1980
$29K ﹤0.01%
+500
1981
$29K ﹤0.01%
+228
1982
$29K ﹤0.01%
+62
1983
$29K ﹤0.01%
+694
1984
$29K ﹤0.01%
+400
1985
$29K ﹤0.01%
+381
1986
$29K ﹤0.01%
+299
1987
$28K ﹤0.01%
+1,000
1988
$28K ﹤0.01%
+1,700
1989
$28K ﹤0.01%
+800
1990
$28K ﹤0.01%
+1,690
1991
$28K ﹤0.01%
+802
1992
$28K ﹤0.01%
+1,044
1993
$28K ﹤0.01%
+5,090
1994
$28K ﹤0.01%
+600
1995
$28K ﹤0.01%
+982
1996
$28K ﹤0.01%
+200
1997
$28K ﹤0.01%
+2,693
1998
$28K ﹤0.01%
+335
1999
$28K ﹤0.01%
+600
2000
$28K ﹤0.01%
+1,000
78 79
80
81 82