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
2926
$1K ﹤0.01%
+25
2927
$1K ﹤0.01%
+14
2928
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+53
2929
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+100
2930
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+30
2931
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+193
2932
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+100
2933
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+8
2934
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+3
2935
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+23
2936
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+21
2937
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+10
2938
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+60
2939
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+10
2940
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+23
2941
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+119
2942
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+12
2943
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+10
2944
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+7
2945
$1K ﹤0.01%
+55
2946
$1K ﹤0.01%
+68
2947
$1K ﹤0.01%
+25
2948
$1K ﹤0.01%
+28
2949
$1K ﹤0.01%
+43
2950
$1K ﹤0.01%
+78