SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
2726
$3K ﹤0.01%
+67
2727
$3K ﹤0.01%
+25
2728
$3K ﹤0.01%
+628
2729
$3K ﹤0.01%
+200
2730
$3K ﹤0.01%
+53
2731
$3K ﹤0.01%
+1,500
2732
$3K ﹤0.01%
+254
2733
$3K ﹤0.01%
+205
2734
$3K ﹤0.01%
+268
2735
$3K ﹤0.01%
+30
2736
$3K ﹤0.01%
+100
2737
$3K ﹤0.01%
+262
2738
$3K ﹤0.01%
+85
2739
$3K ﹤0.01%
+16
2740
$3K ﹤0.01%
+90
2741
$3K ﹤0.01%
+250
2742
$3K ﹤0.01%
+28
2743
$3K ﹤0.01%
+55
2744
$3K ﹤0.01%
+31
2745
$3K ﹤0.01%
+40
2746
$3K ﹤0.01%
+71
2747
$3K ﹤0.01%
+48
2748
$3K ﹤0.01%
+672
2749
$3K ﹤0.01%
+48
2750
$3K ﹤0.01%
+8
108 109
110
111 112