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
2776
$3K ﹤0.01%
+33
2777
$3K ﹤0.01%
+45
2778
$3K ﹤0.01%
+219
2779
$3K ﹤0.01%
+200
2780
$3K ﹤0.01%
+602
2781
$3K ﹤0.01%
+66
2782
$3K ﹤0.01%
+40
2783
$3K ﹤0.01%
+9
2784
$3K ﹤0.01%
+1,000
2785
$3K ﹤0.01%
+182
2786
$3K ﹤0.01%
+158
2787
$3K ﹤0.01%
+300
2788
$3K ﹤0.01%
+100
2789
$3K ﹤0.01%
+54
2790
$3K ﹤0.01%
+48
2791
$3K ﹤0.01%
+300
2792
$3K ﹤0.01%
+77
2793
$3K ﹤0.01%
+75
2794
$3K ﹤0.01%
+35
2795
$3K ﹤0.01%
+606
2796
$3K ﹤0.01%
+9
2797
$3K ﹤0.01%
+115
2798
$3K ﹤0.01%
+67
2799
$3K ﹤0.01%
+25
2800
$3K ﹤0.01%
+628
110 111
112
113 114