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
2101
$22K ﹤0.01%
+214
2102
$22K ﹤0.01%
+154
2103
$22K ﹤0.01%
+57
2104
$22K ﹤0.01%
+2,295
2105
$22K ﹤0.01%
+1,019
2106
$22K ﹤0.01%
+471
2107
$22K ﹤0.01%
+1,000
2108
$22K ﹤0.01%
+392
2109
$22K ﹤0.01%
+1,094
2110
$22K ﹤0.01%
+300
2111
$22K ﹤0.01%
+117
2112
$22K ﹤0.01%
+669
2113
$22K ﹤0.01%
+53
2114
$22K ﹤0.01%
+520
2115
$21K ﹤0.01%
+1,977
2116
$21K ﹤0.01%
+2,636
2117
$21K ﹤0.01%
+1,435
2118
$21K ﹤0.01%
+864
2119
$21K ﹤0.01%
+90
2120
$21K ﹤0.01%
+650
2121
$21K ﹤0.01%
+1,340
2122
$21K ﹤0.01%
+228
2123
$21K ﹤0.01%
+2,000
2124
$21K ﹤0.01%
+120
2125
$21K ﹤0.01%
+844
83 84
85
86 87