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
2501
$7K ﹤0.01%
+699
2502
$7K ﹤0.01%
+113
2503
$7K ﹤0.01%
+98
2504
$7K ﹤0.01%
+32
2505
$7K ﹤0.01%
+863
2506
$7K ﹤0.01%
+320
2507
$7K ﹤0.01%
+445
2508
$7K ﹤0.01%
+333
2509
$7K ﹤0.01%
+190
2510
$7K ﹤0.01%
+69
2511
$7K ﹤0.01%
+502
2512
$7K ﹤0.01%
+490
2513
$7K ﹤0.01%
+476
2514
$7K ﹤0.01%
+67
2515
$7K ﹤0.01%
+434
2516
$7K ﹤0.01%
+502
2517
$7K ﹤0.01%
+1,000
2518
$7K ﹤0.01%
+936
2519
$7K ﹤0.01%
+1,888
2520
$7K ﹤0.01%
+60
2521
$7K ﹤0.01%
+680
2522
$7K ﹤0.01%
+650
2523
$7K ﹤0.01%
+464
2524
$7K ﹤0.01%
+837
2525
$7K ﹤0.01%
+145