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
2626
$5K ﹤0.01%
+2
2627
$5K ﹤0.01%
+113
2628
$5K ﹤0.01%
+1,180
2629
$5K ﹤0.01%
+1,245
2630
$5K ﹤0.01%
+54
2631
$5K ﹤0.01%
+220
2632
$5K ﹤0.01%
+100
2633
$5K ﹤0.01%
+20
2634
$5K ﹤0.01%
+26
2635
$5K ﹤0.01%
+105
2636
$5K ﹤0.01%
+150
2637
$5K ﹤0.01%
+27
2638
$5K ﹤0.01%
+47
2639
$5K ﹤0.01%
+16
2640
$5K ﹤0.01%
+53
2641
$5K ﹤0.01%
+900
2642
$5K ﹤0.01%
+12
2643
$5K ﹤0.01%
+371
2644
$5K ﹤0.01%
+500
2645
$5K ﹤0.01%
+1,506
2646
$5K ﹤0.01%
+100
2647
$5K ﹤0.01%
+500
2648
$5K ﹤0.01%
+40
2649
$5K ﹤0.01%
+55
2650
$5K ﹤0.01%
+67
104 105
106
107 108