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
2851
$2K ﹤0.01%
+21
2852
$2K ﹤0.01%
+200
2853
$2K ﹤0.01%
+123
2854
$2K ﹤0.01%
+34
2855
$2K ﹤0.01%
+133
2856
$2K ﹤0.01%
+15
2857
$2K ﹤0.01%
+77
2858
$2K ﹤0.01%
+125
2859
$2K ﹤0.01%
+1,025
2860
$2K ﹤0.01%
+39
2861
$2K ﹤0.01%
+90
2862
$2K ﹤0.01%
+17
2863
$2K ﹤0.01%
+58
2864
$2K ﹤0.01%
+297
2865
$2K ﹤0.01%
+150
2866
$2K ﹤0.01%
+380
2867
$2K ﹤0.01%
+55
2868
$2K ﹤0.01%
+15
2869
$2K ﹤0.01%
+110
2870
$2K ﹤0.01%
+73
2871
– –
0
2872
$2K ﹤0.01%
+39
2873
$2K ﹤0.01%
+117
2874
– –
0
2875
$2K ﹤0.01%
+20
113 114
115
116 117