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
2076
$24K ﹤0.01%
+764
2077
$24K ﹤0.01%
+140
2078
$24K ﹤0.01%
+341
2079
$24K ﹤0.01%
+7,400
2080
$23K ﹤0.01%
+363
2081
$23K ﹤0.01%
+106
2082
$23K ﹤0.01%
+198
2083
$23K ﹤0.01%
+6,000
2084
$23K ﹤0.01%
+402
2085
$23K ﹤0.01%
+612
2086
$23K ﹤0.01%
+400
2087
$23K ﹤0.01%
+1,898
2088
$23K ﹤0.01%
+339
2089
$23K ﹤0.01%
+5
2090
$23K ﹤0.01%
+3,838
2091
$23K ﹤0.01%
+876
2092
$23K ﹤0.01%
+183
2093
$23K ﹤0.01%
+50
2094
$23K ﹤0.01%
+845
2095
$23K ﹤0.01%
+4,500
2096
$23K ﹤0.01%
+500
2097
$23K ﹤0.01%
+943
2098
0
2099
$22K ﹤0.01%
+480
2100
$22K ﹤0.01%
+730