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
2176
$18K ﹤0.01%
+750
2177
$18K ﹤0.01%
+1,276
2178
$18K ﹤0.01%
+190
2179
$18K ﹤0.01%
+722
2180
0
2181
$18K ﹤0.01%
+5,174
2182
$18K ﹤0.01%
+221
2183
$18K ﹤0.01%
+3,660
2184
$18K ﹤0.01%
+213
2185
$18K ﹤0.01%
+1,260
2186
$18K ﹤0.01%
+631
2187
$18K ﹤0.01%
+727
2188
$18K ﹤0.01%
+547
2189
$18K ﹤0.01%
+458
2190
$18K ﹤0.01%
+1,966
2191
$18K ﹤0.01%
+60
2192
$18K ﹤0.01%
+57
2193
$18K ﹤0.01%
+199
2194
$18K ﹤0.01%
+487
2195
$18K ﹤0.01%
+70
2196
$18K ﹤0.01%
+2,000
2197
$18K ﹤0.01%
+940
2198
$18K ﹤0.01%
+1,000
2199
$18K ﹤0.01%
+221
2200
$17K ﹤0.01%
+1,305