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
2901
$2K ﹤0.01%
+41
2902
$2K ﹤0.01%
+75
2903
$2K ﹤0.01%
+200
2904
$2K ﹤0.01%
+40
2905
$1K ﹤0.01%
+21
2906
$1K ﹤0.01%
+70
2907
$1K ﹤0.01%
+29
2908
$1K ﹤0.01%
+64
2909
$1K ﹤0.01%
+10
2910
$1K ﹤0.01%
+68
2911
$1K ﹤0.01%
+25
2912
$1K ﹤0.01%
+28
2913
$1K ﹤0.01%
+43
2914
$1K ﹤0.01%
+78
2915
$1K ﹤0.01%
+62
2916
$1K ﹤0.01%
+29
2917
$1K ﹤0.01%
+217
2918
$1K ﹤0.01%
+80
2919
$1K ﹤0.01%
+25
2920
$1K ﹤0.01%
+41
2921
$1K ﹤0.01%
+36
2922
$1K ﹤0.01%
+25
2923
$1K ﹤0.01%
+21
2924
$1K ﹤0.01%
+10
2925
$1K ﹤0.01%
+60