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
2676
$4K ﹤0.01%
+113
2677
$4K ﹤0.01%
+32
2678
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+167
2679
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2680
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+101
2681
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+18
2682
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+148
2683
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+84
2684
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+60
2685
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+42
2686
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+150
2687
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+27
2689
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+71
2690
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2691
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+100
2692
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+927
2693
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+20
2694
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+435
2695
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+1,000
2696
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+130
2697
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+51
2698
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+22
2699
$4K ﹤0.01%
+168
2700
$4K ﹤0.01%
+220