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
2551
$6K ﹤0.01%
+500
2552
$6K ﹤0.01%
+703
2553
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+351
2554
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+251
2555
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+735
2556
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+800
2557
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+500
2558
$6K ﹤0.01%
+285
2559
$6K ﹤0.01%
+100
2560
$6K ﹤0.01%
+100
2561
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+86
2562
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+289
2563
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+243
2564
$6K ﹤0.01%
+44
2565
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+130
2566
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+599
2567
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+181
2568
$6K ﹤0.01%
+287
2569
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+721
2570
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+223
2571
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+27
2572
$6K ﹤0.01%
+170
2573
$6K ﹤0.01%
+58
2574
$6K ﹤0.01%
+17
2575
$6K ﹤0.01%
+1