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
2326
$13K ﹤0.01%
+550
2327
$13K ﹤0.01%
+208
2328
$13K ﹤0.01%
+3,000
2329
$13K ﹤0.01%
+94
2330
$13K ﹤0.01%
+11
2331
$13K ﹤0.01%
+2,264
2332
$13K ﹤0.01%
+440
2333
$13K ﹤0.01%
+5,819
2334
$13K ﹤0.01%
+384
2335
$13K ﹤0.01%
+56
2336
$13K ﹤0.01%
+136
2337
$13K ﹤0.01%
+704
2338
$13K ﹤0.01%
+1,379
2339
$13K ﹤0.01%
+12
2340
$12K ﹤0.01%
+218
2341
$12K ﹤0.01%
+172
2342
$12K ﹤0.01%
+163
2343
$12K ﹤0.01%
+1,000
2344
$12K ﹤0.01%
+380
2345
$12K ﹤0.01%
+835
2346
$12K ﹤0.01%
+300
2347
$12K ﹤0.01%
+260
2348
$12K ﹤0.01%
+150
2349
$12K ﹤0.01%
+144
2350
$12K ﹤0.01%
+1,275
92 93
94
95 96