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
2551
$6K ﹤0.01%
+285
2552
$6K ﹤0.01%
+289
2553
$6K ﹤0.01%
+243
2554
$6K ﹤0.01%
+44
2555
$6K ﹤0.01%
+100
2556
$6K ﹤0.01%
+900
2557
$6K ﹤0.01%
+287
2558
$6K ﹤0.01%
+721
2559
$6K ﹤0.01%
+223
2560
$6K ﹤0.01%
+27
2561
$6K ﹤0.01%
+170
2562
$6K ﹤0.01%
+58
2563
$6K ﹤0.01%
+17
2564
$6K ﹤0.01%
+1
2565
$6K ﹤0.01%
+199
2566
$6K ﹤0.01%
+349
2567
$6K ﹤0.01%
+70
2568
$6K ﹤0.01%
+42,289
2569
$6K ﹤0.01%
+18
2570
$6K ﹤0.01%
+61
2571
$6K ﹤0.01%
+500
2572
$6K ﹤0.01%
+137
2573
$6K ﹤0.01%
+233
2574
$6K ﹤0.01%
+100
2575
$6K ﹤0.01%
+500