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
2526
$7K ﹤0.01%
+250
2527
$7K ﹤0.01%
+216
2528
$7K ﹤0.01%
+502
2529
$7K ﹤0.01%
+35
2530
$7K ﹤0.01%
+30
2531
$7K ﹤0.01%
+252
2532
$7K ﹤0.01%
+103
2533
$7K ﹤0.01%
+325
2534
$7K ﹤0.01%
+190
2535
$7K ﹤0.01%
+180
2536
$7K ﹤0.01%
+480
2537
$7K ﹤0.01%
+67
2538
$7K ﹤0.01%
+635
2539
$7K ﹤0.01%
+580
2540
$7K ﹤0.01%
+189
2541
$7K ﹤0.01%
+365
2542
$7K ﹤0.01%
+1,394
2543
$7K ﹤0.01%
+185
2544
0
2545
$7K ﹤0.01%
+230
2546
$7K ﹤0.01%
+5
2547
$6K ﹤0.01%
+101
2548
$6K ﹤0.01%
+100
2549
$6K ﹤0.01%
+900
2550
$6K ﹤0.01%
+100