SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 8.1%
3 Consumer Discretionary 8.05%
4 Communication Services 5.59%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$21K ﹤0.01%
+2,636
2127
$21K ﹤0.01%
+1,435
2128
$21K ﹤0.01%
+864
2129
$21K ﹤0.01%
+90
2130
$21K ﹤0.01%
+2,221
2131
$21K ﹤0.01%
+2,000
2132
$21K ﹤0.01%
+120
2133
$21K ﹤0.01%
+844
2134
$21K ﹤0.01%
+420
2135
$21K ﹤0.01%
+650
2136
$21K ﹤0.01%
+1,340
2137
$21K ﹤0.01%
+228
2138
$20K ﹤0.01%
+720
2139
$20K ﹤0.01%
+175
2140
$20K ﹤0.01%
+950
2141
$20K ﹤0.01%
+573
2142
$20K ﹤0.01%
+413
2143
$20K ﹤0.01%
+103
2144
$20K ﹤0.01%
+225
2145
$20K ﹤0.01%
+1,000
2146
$20K ﹤0.01%
+190
2147
$20K ﹤0.01%
+1,000
2148
$20K ﹤0.01%
+959
2149
$20K ﹤0.01%
+880
2150
$20K ﹤0.01%
+616
84 85
86
87 88