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
2301
$14K ﹤0.01%
+800
2302
$14K ﹤0.01%
+200
2303
$14K ﹤0.01%
+400
2304
$14K ﹤0.01%
+74
2305
$14K ﹤0.01%
+100
2306
$14K ﹤0.01%
+303
2307
$14K ﹤0.01%
+188
2308
$14K ﹤0.01%
+3,425
2309
– –
0
2310
$14K ﹤0.01%
+420
2311
$13K ﹤0.01%
+863
2312
$13K ﹤0.01%
+200
2313
$13K ﹤0.01%
+345
2314
$13K ﹤0.01%
+346
2315
$13K ﹤0.01%
+1,702
2316
$13K ﹤0.01%
+2,665
2317
$13K ﹤0.01%
+11,705
2318
$13K ﹤0.01%
+2,214
2319
$13K ﹤0.01%
+1,528
2320
$13K ﹤0.01%
+535
2321
$13K ﹤0.01%
+2,000
2322
$13K ﹤0.01%
+143
2323
$13K ﹤0.01%
+300
2324
$13K ﹤0.01%
+550
2325
$13K ﹤0.01%
+208
91 92
93
94 95