SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
+69
2952
$1K ﹤0.01%
+75
2953
$1K ﹤0.01%
+135
2954
$1K ﹤0.01%
+41
2955
$1K ﹤0.01%
+36
2956
$1K ﹤0.01%
+25
2957
$1K ﹤0.01%
+77
2958
$1K ﹤0.01%
+36
2959
$1K ﹤0.01%
+100
2960
$1K ﹤0.01%
+142
2961
$1K ﹤0.01%
+51
2962
$1K ﹤0.01%
+49
2963
$1K ﹤0.01%
+10
2964
$1K ﹤0.01%
+55