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
2401
$10K ﹤0.01%
+27
2402
$10K ﹤0.01%
+500
2403
$10K ﹤0.01%
+403
2404
$10K ﹤0.01%
+1,508
2405
$10K ﹤0.01%
+102
2406
$10K ﹤0.01%
+1,000
2407
$10K ﹤0.01%
+199
2408
$10K ﹤0.01%
+343
2409
$10K ﹤0.01%
+352
2410
$10K ﹤0.01%
+165
2411
$10K ﹤0.01%
+67
2412
$10K ﹤0.01%
+406
2413
$10K ﹤0.01%
+183
2414
$10K ﹤0.01%
+250
2415
$10K ﹤0.01%
+719
2416
$10K ﹤0.01%
+1,000
2417
$10K ﹤0.01%
+1,000
2418
$10K ﹤0.01%
+300
2419
$10K ﹤0.01%
+480
2420
$10K ﹤0.01%
+300
2421
$10K ﹤0.01%
+333
2422
$9K ﹤0.01%
+1,140
2423
$9K ﹤0.01%
+433
2424
$9K ﹤0.01%
+575
2425
$9K ﹤0.01%
+627
95 96
97
98 99