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
2951
$1K ﹤0.01%
+355
2952
$1K ﹤0.01%
+60
2953
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+25
2954
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+14
2955
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+53
2956
$1K ﹤0.01%
+100
2957
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+30
2958
$1K ﹤0.01%
+187
2959
$1K ﹤0.01%
+100
2960
$1K ﹤0.01%
+8
2961
$1K ﹤0.01%
+3
2962
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+23
2963
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+23
2964
0