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
2151
$20K ﹤0.01%
+1,208
2152
$20K ﹤0.01%
+3,000
2153
$20K ﹤0.01%
+3,225
2154
$20K ﹤0.01%
+1,724
2155
$19K ﹤0.01%
+270
2156
$19K ﹤0.01%
+265
2157
$19K ﹤0.01%
+551
2158
$19K ﹤0.01%
+1,600
2159
$19K ﹤0.01%
+2,000
2160
$19K ﹤0.01%
+226
2161
$19K ﹤0.01%
+1,000
2162
$19K ﹤0.01%
+1,050
2163
$19K ﹤0.01%
+80
2164
$19K ﹤0.01%
+2,210
2165
$19K ﹤0.01%
+267
2166
$19K ﹤0.01%
+564
2167
– –
0
2168
$19K ﹤0.01%
+243
2169
$19K ﹤0.01%
+85
2170
$19K ﹤0.01%
+159
2171
$19K ﹤0.01%
+726
2172
$19K ﹤0.01%
+3,774
2173
$19K ﹤0.01%
+667
2174
$18K ﹤0.01%
+287
2175
$18K ﹤0.01%
+309
85 86
87
88 89