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
2576
$6K ﹤0.01%
+137
2577
$6K ﹤0.01%
+233
2578
$6K ﹤0.01%
+100
2579
$6K ﹤0.01%
+500
2580
$6K ﹤0.01%
+19
2581
$6K ﹤0.01%
+51
2582
$6K ﹤0.01%
+36
2583
$6K ﹤0.01%
+900
2584
$6K ﹤0.01%
+400
2585
$6K ﹤0.01%
+30
2586
$6K ﹤0.01%
+210
2587
$6K ﹤0.01%
+165
2588
$6K ﹤0.01%
+119
2589
$6K ﹤0.01%
+119
2590
$6K ﹤0.01%
+109
2591
$6K ﹤0.01%
+2,000
2592
$6K ﹤0.01%
+300
2593
$6K ﹤0.01%
+140
2594
$6K ﹤0.01%
+1,200
2595
$6K ﹤0.01%
+250
2596
$6K ﹤0.01%
+703
2597
$6K ﹤0.01%
+351
2598
$6K ﹤0.01%
+251
2599
$6K ﹤0.01%
+735
2600
$6K ﹤0.01%
+800