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
2051
$26K ﹤0.01%
+333
2052
$25K ﹤0.01%
+350
2053
$25K ﹤0.01%
+661
2054
$25K ﹤0.01%
+281
2055
$25K ﹤0.01%
+575
2056
$25K ﹤0.01%
+1,350
2057
$25K ﹤0.01%
+328
2058
$25K ﹤0.01%
+865
2059
$25K ﹤0.01%
+169
2060
$25K ﹤0.01%
+257
2061
$25K ﹤0.01%
+1,000
2062
$25K ﹤0.01%
+1,918
2063
$25K ﹤0.01%
+81
2064
$25K ﹤0.01%
+2,418
2065
$25K ﹤0.01%
+849
2066
$25K ﹤0.01%
+719
2067
$25K ﹤0.01%
+1,416
2068
$24K ﹤0.01%
+1,221
2069
$24K ﹤0.01%
+2,323
2070
$24K ﹤0.01%
+280
2071
$24K ﹤0.01%
+390
2072
$24K ﹤0.01%
+300
2073
$24K ﹤0.01%
+184
2074
$24K ﹤0.01%
+1,322
2075
$24K ﹤0.01%
+1,036