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
2626
$5K ﹤0.01%
+100
2627
$5K ﹤0.01%
+20
2628
$5K ﹤0.01%
+26
2629
$5K ﹤0.01%
+93
2630
$5K ﹤0.01%
+105
2631
$5K ﹤0.01%
+150
2632
$5K ﹤0.01%
+27
2633
$5K ﹤0.01%
+47
2634
$5K ﹤0.01%
+16
2635
$5K ﹤0.01%
+53
2636
$5K ﹤0.01%
+900
2637
$5K ﹤0.01%
+12
2638
$5K ﹤0.01%
+371
2639
$5K ﹤0.01%
+400
2640
$5K ﹤0.01%
+500
2641
$5K ﹤0.01%
+1,506
2642
$5K ﹤0.01%
+100
2643
$5K ﹤0.01%
+500
2644
$5K ﹤0.01%
+40
2645
$5K ﹤0.01%
+55
2646
$5K ﹤0.01%
+67
2647
$5K ﹤0.01%
+2,194
2648
$5K ﹤0.01%
+109
2649
$5K ﹤0.01%
+586
2650
$5K ﹤0.01%
+222