SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 8.1%
3 Consumer Discretionary 8.05%
4 Communication Services 5.59%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$9K ﹤0.01%
+35
2452
$9K ﹤0.01%
+700
2453
$9K ﹤0.01%
+109
2454
$9K ﹤0.01%
+200
2455
$9K ﹤0.01%
+278
2456
$9K ﹤0.01%
+2,563
2457
$9K ﹤0.01%
+500
2458
$8K ﹤0.01%
+125
2459
$8K ﹤0.01%
+14
2460
$8K ﹤0.01%
+127
2461
$8K ﹤0.01%
+80
2462
$8K ﹤0.01%
+374
2463
$8K ﹤0.01%
+400
2464
$8K ﹤0.01%
+397
2465
$8K ﹤0.01%
+100
2466
$8K ﹤0.01%
+400
2467
$8K ﹤0.01%
+1,278
2468
$8K ﹤0.01%
+817
2469
$8K ﹤0.01%
+35
2470
$8K ﹤0.01%
+200
2471
$8K ﹤0.01%
+198
2472
$8K ﹤0.01%
+60
2473
$8K ﹤0.01%
+2,000
2474
$8K ﹤0.01%
+108
2475
$8K ﹤0.01%
+248