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
2676
$4K ﹤0.01%
+150
2677
$4K ﹤0.01%
+100
2678
$4K ﹤0.01%
+27
2679
$4K ﹤0.01%
+71
2680
$4K ﹤0.01%
+190
2681
$4K ﹤0.01%
+100
2682
$4K ﹤0.01%
+927
2683
$4K ﹤0.01%
+20
2684
$4K ﹤0.01%
+435
2685
$4K ﹤0.01%
+1,000
2686
$4K ﹤0.01%
+130
2687
$4K ﹤0.01%
+51
2688
$4K ﹤0.01%
+22
2689
$4K ﹤0.01%
+168
2690
$4K ﹤0.01%
+220
2691
$4K ﹤0.01%
+200
2692
$4K ﹤0.01%
+31
2693
$4K ﹤0.01%
+306
2694
$4K ﹤0.01%
+43
2695
$4K ﹤0.01%
+127
2696
$4K ﹤0.01%
+12
2697
$4K ﹤0.01%
+326
2698
$4K ﹤0.01%
+119
2699
$4K ﹤0.01%
+870
2700
$4K ﹤0.01%
+400