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
2676
$4K ﹤0.01%
+51
2677
$4K ﹤0.01%
+22
2678
$4K ﹤0.01%
+283
2679
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+106
2680
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+82
2681
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+131
2682
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+55
2683
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+164
2684
$4K ﹤0.01%
+500
2685
$4K ﹤0.01%
+415
2686
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+30
2687
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+166
2688
$4K ﹤0.01%
+870
2689
$4K ﹤0.01%
+400
2690
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+300
2691
$4K ﹤0.01%
+55
2692
$4K ﹤0.01%
+350
2693
$4K ﹤0.01%
+113
2694
$4K ﹤0.01%
+32
2695
$4K ﹤0.01%
+167
2696
$4K ﹤0.01%
+115
2697
$4K ﹤0.01%
+42
2698
$4K ﹤0.01%
+150
2699
$4K ﹤0.01%
+100
2700
$4K ﹤0.01%
+27