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
2551
$6K ﹤0.01%
+243
2552
$6K ﹤0.01%
+44
2553
$6K ﹤0.01%
+130
2554
$6K ﹤0.01%
+599
2555
$6K ﹤0.01%
+181
2556
$6K ﹤0.01%
+100
2557
$6K ﹤0.01%
+900
2558
$6K ﹤0.01%
+287
2559
$6K ﹤0.01%
+170
2560
$6K ﹤0.01%
+58
2561
$6K ﹤0.01%
+17
2562
$6K ﹤0.01%
+1
2563
$6K ﹤0.01%
+199
2564
$6K ﹤0.01%
+349
2565
$6K ﹤0.01%
+70
2566
$6K ﹤0.01%
+42,289
2567
$6K ﹤0.01%
+18
2568
$6K ﹤0.01%
+61
2569
$6K ﹤0.01%
+500
2570
$6K ﹤0.01%
+285
2571
$6K ﹤0.01%
+100
2572
$6K ﹤0.01%
+721
2573
$6K ﹤0.01%
+223
2574
$6K ﹤0.01%
+27
2575
$6K ﹤0.01%
+500