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
2251
$15K ﹤0.01%
+94
2252
$15K ﹤0.01%
+300
2253
$15K ﹤0.01%
+1,600
2254
$15K ﹤0.01%
+124
2255
$15K ﹤0.01%
+314
2256
$15K ﹤0.01%
+420
2257
$15K ﹤0.01%
+617
2258
$15K ﹤0.01%
+308
2259
$15K ﹤0.01%
+42
2260
$15K ﹤0.01%
+160
2261
$15K ﹤0.01%
+100
2262
$15K ﹤0.01%
+86
2263
$15K ﹤0.01%
+890
2264
$15K ﹤0.01%
+9
2265
$15K ﹤0.01%
+600
2266
$15K ﹤0.01%
+231
2267
$15K ﹤0.01%
+400
2268
$15K ﹤0.01%
+214
2269
$15K ﹤0.01%
+1,369
2270
$15K ﹤0.01%
+400
2271
$15K ﹤0.01%
+400
2272
$15K ﹤0.01%
+325
2273
$15K ﹤0.01%
+287
2274
$15K ﹤0.01%
+1,500
2275
$15K ﹤0.01%
+1,541