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
2376
$11K ﹤0.01%
+270
2377
$11K ﹤0.01%
+2,000
2378
$11K ﹤0.01%
+136
2379
$11K ﹤0.01%
+400
2380
$11K ﹤0.01%
+800
2381
$11K ﹤0.01%
+893
2382
$11K ﹤0.01%
+314
2383
$11K ﹤0.01%
+176
2384
$11K ﹤0.01%
+350
2385
$11K ﹤0.01%
+205
2386
$11K ﹤0.01%
+18
2387
$11K ﹤0.01%
+200
2388
$11K ﹤0.01%
+1,174
2389
$11K ﹤0.01%
+400
2390
$11K ﹤0.01%
+1,000
2391
$11K ﹤0.01%
+1,050
2392
$11K ﹤0.01%
+12,345
2393
$11K ﹤0.01%
+578
2394
$11K ﹤0.01%
+192
2395
$10K ﹤0.01%
+205
2396
$10K ﹤0.01%
+160
2397
$10K ﹤0.01%
+500
2398
$10K ﹤0.01%
+84
2399
$10K ﹤0.01%
+605
2400
$10K ﹤0.01%
+1,000
94 95
96
97 98