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
2801
$3K ﹤0.01%
+66
2802
$3K ﹤0.01%
+40
2803
$3K ﹤0.01%
+9
2804
$3K ﹤0.01%
+1,000
2805
$3K ﹤0.01%
+182
2806
$3K ﹤0.01%
+300
2807
$2K ﹤0.01%
+100
2808
$2K ﹤0.01%
+124
2809
$2K ﹤0.01%
+30
2810
$2K ﹤0.01%
+200
2811
$2K ﹤0.01%
+20
2812
$2K ﹤0.01%
+50
2813
$2K ﹤0.01%
+20
2814
$2K ﹤0.01%
+64
2815
$2K ﹤0.01%
+25
2816
$2K ﹤0.01%
+42
2817
$2K ﹤0.01%
+1,137
2818
$2K ﹤0.01%
+19
2819
$2K ﹤0.01%
+95
2820
$2K ﹤0.01%
+12
2821
$2K ﹤0.01%
+2
2822
$2K ﹤0.01%
+100
2823
$2K ﹤0.01%
+90
2824
$2K ﹤0.01%
+100
2825
$2K ﹤0.01%
+68
111 112
113
114 115