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
2251
$15K ﹤0.01%
+94
2252
$15K ﹤0.01%
+300
2253
$15K ﹤0.01%
+1,600
2254
$15K ﹤0.01%
+124
2255
$15K ﹤0.01%
+400
2256
$15K ﹤0.01%
+325
2257
$15K ﹤0.01%
+287
2258
$15K ﹤0.01%
+1,500
2259
$15K ﹤0.01%
+1,541
2260
$15K ﹤0.01%
+4,500
2261
$15K ﹤0.01%
+9,500
2262
$15K ﹤0.01%
+500
2263
$15K ﹤0.01%
+314
2264
$15K ﹤0.01%
+420
2265
$15K ﹤0.01%
+617
2266
$15K ﹤0.01%
+308
2267
$15K ﹤0.01%
+42
2268
$15K ﹤0.01%
+160
2269
$15K ﹤0.01%
+100
2270
$15K ﹤0.01%
+86
2271
$15K ﹤0.01%
+890
2272
$15K ﹤0.01%
+9
2273
$15K ﹤0.01%
+600
2274
$15K ﹤0.01%
+231
2275
$15K ﹤0.01%
+400
89 90
91
92 93