SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$147M
2
+$112M
3
+$99.4M
4
MSFT icon
Microsoft
MSFT
+$72.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$61.8M

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
2476
$8K ﹤0.01%
+200
2477
$8K ﹤0.01%
+198
2478
$8K ﹤0.01%
+60
2479
$8K ﹤0.01%
+2,000
2480
$8K ﹤0.01%
+108
2481
$8K ﹤0.01%
+248
2482
$8K ﹤0.01%
+5
2483
$8K ﹤0.01%
+330
2484
$8K ﹤0.01%
+171
2485
$8K ﹤0.01%
+166
2486
$8K ﹤0.01%
+132
2487
$8K ﹤0.01%
+1,972
2488
$8K ﹤0.01%
+106
2489
$8K ﹤0.01%
+228
2490
$8K ﹤0.01%
+161
2491
$8K ﹤0.01%
+500
2492
$8K ﹤0.01%
+800
2493
$8K ﹤0.01%
+1,000
2494
$8K ﹤0.01%
+200
2495
$8K ﹤0.01%
+100
2496
$8K ﹤0.01%
+100
2497
$8K ﹤0.01%
+300
2498
$8K ﹤0.01%
+431
2499
$8K ﹤0.01%
+200
2500
$7K ﹤0.01%
+145
98 99
100
101 102