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
2276
$15K ﹤0.01%
+214
2277
$15K ﹤0.01%
+1,369
2278
$15K ﹤0.01%
+400
2279
$14K ﹤0.01%
+275
2280
$14K ﹤0.01%
+66
2281
$14K ﹤0.01%
+145
2282
$14K ﹤0.01%
+175
2283
$14K ﹤0.01%
+300
2284
$14K ﹤0.01%
+400
2285
$14K ﹤0.01%
+1,200
2286
$14K ﹤0.01%
+634
2287
$14K ﹤0.01%
+45
2288
$14K ﹤0.01%
+700
2289
$14K ﹤0.01%
+2,000
2290
$14K ﹤0.01%
+204
2291
$14K ﹤0.01%
+100
2292
$14K ﹤0.01%
+75
2293
$14K ﹤0.01%
+500
2294
$14K ﹤0.01%
+385
2295
$14K ﹤0.01%
+308
2296
$14K ﹤0.01%
+315
2297
$14K ﹤0.01%
+800
2298
$14K ﹤0.01%
+300
2299
$14K ﹤0.01%
+375
2300
$14K ﹤0.01%
+200
90 91
92
93 94