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
2526
$7K ﹤0.01%
+190
2527
$7K ﹤0.01%
+69
2528
$7K ﹤0.01%
+502
2529
$7K ﹤0.01%
+490
2530
$7K ﹤0.01%
+476
2531
$7K ﹤0.01%
+67
2532
$7K ﹤0.01%
+434
2533
$7K ﹤0.01%
+502
2534
$7K ﹤0.01%
+1,000
2535
$7K ﹤0.01%
+936
2536
$7K ﹤0.01%
+1,888
2537
$7K ﹤0.01%
+60
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%
+86
2550
$6K ﹤0.01%
+289