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
2501
$7K ﹤0.01%
+250
2502
$7K ﹤0.01%
+190
2503
$7K ﹤0.01%
+180
2504
$7K ﹤0.01%
+699
2505
$7K ﹤0.01%
+113
2506
$7K ﹤0.01%
+216
2507
$7K ﹤0.01%
+502
2508
$7K ﹤0.01%
+35
2509
$7K ﹤0.01%
+30
2510
$7K ﹤0.01%
+480
2511
$7K ﹤0.01%
+252
2512
$7K ﹤0.01%
+98
2513
$7K ﹤0.01%
+32
2514
$7K ﹤0.01%
+863
2515
$7K ﹤0.01%
+502
2516
$7K ﹤0.01%
+490
2517
$7K ﹤0.01%
+476
2518
$7K ﹤0.01%
+67
2519
$7K ﹤0.01%
+434
2520
$7K ﹤0.01%
+502
2521
$7K ﹤0.01%
+1,000
2522
$7K ﹤0.01%
+936
2523
$7K ﹤0.01%
+1,888
2524
$7K ﹤0.01%
+60
2525
$7K ﹤0.01%
+635