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
2776
$3K ﹤0.01%
+3
2777
$3K ﹤0.01%
+100
2778
$3K ﹤0.01%
+158
2779
$3K ﹤0.01%
+300
2780
$3K ﹤0.01%
+30
2781
$3K ﹤0.01%
+1,420
2782
$3K ﹤0.01%
+300
2783
$3K ﹤0.01%
+59
2784
$3K ﹤0.01%
+200
2785
$3K ﹤0.01%
+100
2786
$3K ﹤0.01%
+54
2787
$3K ﹤0.01%
+48
2788
$3K ﹤0.01%
+77
2789
$3K ﹤0.01%
+75
2790
$3K ﹤0.01%
+35
2791
$3K ﹤0.01%
+195
2792
$3K ﹤0.01%
+64
2793
$3K ﹤0.01%
+55
2794
$3K ﹤0.01%
+58
2795
$3K ﹤0.01%
+112
2796
$3K ﹤0.01%
+33
2797
$3K ﹤0.01%
+45
2798
$3K ﹤0.01%
+219
2799
$3K ﹤0.01%
+200
2800
$3K ﹤0.01%
+602
110 111
112
113 114