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
2851
$2K ﹤0.01%
+73
2852
– –
0
2853
$2K ﹤0.01%
+39
2854
$2K ﹤0.01%
+117
2855
– –
0
2856
$2K ﹤0.01%
+20
2857
$2K ﹤0.01%
+55
2858
$2K ﹤0.01%
+48
2859
$2K ﹤0.01%
+41
2860
$2K ﹤0.01%
+30
2861
$2K ﹤0.01%
+3
2862
$2K ﹤0.01%
+300
2863
$2K ﹤0.01%
+100
2864
$2K ﹤0.01%
+61
2865
$2K ﹤0.01%
+58
2866
$2K ﹤0.01%
+130
2867
$2K ﹤0.01%
+301
2868
$2K ﹤0.01%
+500
2869
$2K ﹤0.01%
+96
2870
$2K ﹤0.01%
+300
2871
$2K ﹤0.01%
+67
2872
$2K ﹤0.01%
+25
2873
$2K ﹤0.01%
+44
2874
$2K ﹤0.01%
+300
2875
$2K ﹤0.01%
+50
113 114
115
116 117