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
2426
$9K ﹤0.01%
+500
2427
$9K ﹤0.01%
+882
2428
$9K ﹤0.01%
+1,140
2429
$9K ﹤0.01%
+433
2430
$9K ﹤0.01%
+575
2431
$9K ﹤0.01%
+627
2432
$9K ﹤0.01%
+300
2433
$9K ﹤0.01%
+1,000
2434
$9K ﹤0.01%
+134
2435
$9K ﹤0.01%
+2,000
2436
$9K ﹤0.01%
+125
2437
$9K ﹤0.01%
+1,242
2438
$9K ﹤0.01%
+135
2439
$9K ﹤0.01%
+500
2440
$9K ﹤0.01%
+100
2441
$9K ﹤0.01%
+4,000
2442
$9K ﹤0.01%
+900
2443
$9K ﹤0.01%
+500
2444
$9K ﹤0.01%
+152
2445
$9K ﹤0.01%
+3
2446
$9K ﹤0.01%
+50
2447
$9K ﹤0.01%
+65
2448
$9K ﹤0.01%
+35
2449
$9K ﹤0.01%
+700
2450
$9K ﹤0.01%
+109