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
2226
$16K ﹤0.01%
+4,789
2227
$16K ﹤0.01%
+2
2228
$16K ﹤0.01%
+500
2229
$16K ﹤0.01%
+447
2230
$16K ﹤0.01%
+85
2231
$16K ﹤0.01%
+172
2232
$16K ﹤0.01%
+20
2233
$16K ﹤0.01%
+286
2234
$16K ﹤0.01%
+620
2235
$16K ﹤0.01%
+4,600
2236
$16K ﹤0.01%
+1,922
2237
$16K ﹤0.01%
+577
2238
$16K ﹤0.01%
+280
2239
$16K ﹤0.01%
+300
2240
$16K ﹤0.01%
+200
2241
$16K ﹤0.01%
+588
2242
$16K ﹤0.01%
+300
2243
$16K ﹤0.01%
+169
2244
$16K ﹤0.01%
+2,107
2245
$15K ﹤0.01%
+5,575
2246
$15K ﹤0.01%
+531
2247
$15K ﹤0.01%
+1,800
2248
$15K ﹤0.01%
+2,136
2249
$15K ﹤0.01%
+1,134
2250
$15K ﹤0.01%
+530
88 89
90
91 92