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
2751
$3K ﹤0.01%
+188
2752
$3K ﹤0.01%
+155
2753
$3K ﹤0.01%
+90
2754
$3K ﹤0.01%
+100
2755
$3K ﹤0.01%
+51
2756
$3K ﹤0.01%
+30
2757
$3K ﹤0.01%
+63
2758
$3K ﹤0.01%
+25
2759
$3K ﹤0.01%
+35
2760
$3K ﹤0.01%
+100
2761
$3K ﹤0.01%
+330
2762
$3K ﹤0.01%
+100
2763
$3K ﹤0.01%
+200
2764
$3K ﹤0.01%
+137
2765
$3K ﹤0.01%
+200
2766
$3K ﹤0.01%
+41
2767
$3K ﹤0.01%
+371
2768
$3K ﹤0.01%
+100
2769
$3K ﹤0.01%
+180
2770
$3K ﹤0.01%
+52
2771
$3K ﹤0.01%
+220
2772
$3K ﹤0.01%
+1,000
2773
$3K ﹤0.01%
+62
2774
$3K ﹤0.01%
+36
2775
$3K ﹤0.01%
+35
109 110
111
112 113