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
2351
$12K ﹤0.01%
+170
2352
$12K ﹤0.01%
+223
2353
$12K ﹤0.01%
+1,954
2354
$12K ﹤0.01%
+524
2355
$12K ﹤0.01%
+1,650
2356
$12K ﹤0.01%
+700
2357
$12K ﹤0.01%
+225
2358
$12K ﹤0.01%
+600
2359
$12K ﹤0.01%
+607
2360
$12K ﹤0.01%
+605
2361
$12K ﹤0.01%
+140
2362
$12K ﹤0.01%
+584
2363
$12K ﹤0.01%
+262
2364
$11K ﹤0.01%
+700
2365
$11K ﹤0.01%
+500
2366
$11K ﹤0.01%
+780
2367
$11K ﹤0.01%
+360
2368
$11K ﹤0.01%
+1,500
2369
$11K ﹤0.01%
+1,160
2370
$11K ﹤0.01%
+220
2371
$11K ﹤0.01%
+290
2372
$11K ﹤0.01%
+368
2373
$11K ﹤0.01%
+721
2374
$11K ﹤0.01%
+20
2375
$11K ﹤0.01%
+100
93 94
95
96 97