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
2826
$2K ﹤0.01%
+20
2827
$2K ﹤0.01%
+27
2828
$2K ﹤0.01%
+38
2829
$2K ﹤0.01%
+100
2830
$2K ﹤0.01%
+17
2831
$2K ﹤0.01%
+122
2832
$2K ﹤0.01%
+187
2833
$2K ﹤0.01%
+313
2834
$2K ﹤0.01%
+42
2835
$2K ﹤0.01%
+21
2836
$2K ﹤0.01%
+200
2837
$2K ﹤0.01%
+123
2838
$2K ﹤0.01%
+34
2839
$2K ﹤0.01%
+133
2840
$2K ﹤0.01%
+125
2841
$2K ﹤0.01%
+1,025
2842
$2K ﹤0.01%
+39
2843
$2K ﹤0.01%
+90
2844
$2K ﹤0.01%
+17
2845
$2K ﹤0.01%
+58
2846
$2K ﹤0.01%
+297
2847
$2K ﹤0.01%
+150
2848
$2K ﹤0.01%
+380
2849
$2K ﹤0.01%
+15
2850
$2K ﹤0.01%
+110
112 113
114
115 116