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
2601
$6K ﹤0.01%
+300
2602
$6K ﹤0.01%
+291
2603
$5K ﹤0.01%
+128
2604
$5K ﹤0.01%
+101
2605
$5K ﹤0.01%
+10
2606
$5K ﹤0.01%
+54
2607
$5K ﹤0.01%
+220
2608
$5K ﹤0.01%
+100
2609
$5K ﹤0.01%
+400
2610
$5K ﹤0.01%
+363
2611
$5K ﹤0.01%
+93
2612
$5K ﹤0.01%
+105
2613
$5K ﹤0.01%
+150
2614
$5K ﹤0.01%
+9
2615
$5K ﹤0.01%
+47
2616
$5K ﹤0.01%
+16
2617
$5K ﹤0.01%
+53
2618
$5K ﹤0.01%
+900
2619
$5K ﹤0.01%
+12
2620
$5K ﹤0.01%
+109
2621
$5K ﹤0.01%
+586
2622
$5K ﹤0.01%
+222
2623
$5K ﹤0.01%
+198
2624
$5K ﹤0.01%
+20
2625
$5K ﹤0.01%
+200