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
2651
$5K ﹤0.01%
+2,194
2652
$5K ﹤0.01%
+109
2653
$5K ﹤0.01%
+586
2654
$5K ﹤0.01%
+128
2655
$5K ﹤0.01%
+101
2656
$5K ﹤0.01%
+198
2657
$5K ﹤0.01%
+400
2658
$5K ﹤0.01%
+363
2659
$5K ﹤0.01%
+93
2660
$5K ﹤0.01%
+222
2661
$4K ﹤0.01%
+106
2662
$4K ﹤0.01%
+82
2663
$4K ﹤0.01%
+131
2664
$4K ﹤0.01%
+55
2665
$4K ﹤0.01%
+164
2666
$4K ﹤0.01%
+500
2667
$4K ﹤0.01%
+283
2668
$4K ﹤0.01%
+415
2669
$4K ﹤0.01%
+30
2670
$4K ﹤0.01%
+166
2671
$4K ﹤0.01%
+870
2672
$4K ﹤0.01%
+400
2673
$4K ﹤0.01%
+300
2674
$4K ﹤0.01%
+55
2675
$4K ﹤0.01%
+350
105 106
107
108 109