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
2901
$2K ﹤0.01%
+100
2902
$2K ﹤0.01%
+44
2903
$2K ﹤0.01%
+300
2904
$2K ﹤0.01%
+50
2905
$1K ﹤0.01%
+355
2906
$1K ﹤0.01%
+60
2907
$1K ﹤0.01%
+21
2908
$1K ﹤0.01%
+7
2909
$1K ﹤0.01%
+21
2910
$1K ﹤0.01%
+70
2911
$1K ﹤0.01%
+29
2912
$1K ﹤0.01%
+64
2913
$1K ﹤0.01%
+10
2914
$1K ﹤0.01%
+68
2915
$1K ﹤0.01%
+25
2916
$1K ﹤0.01%
+28
2917
$1K ﹤0.01%
+43
2918
$1K ﹤0.01%
+78
2919
$1K ﹤0.01%
+62
2920
$1K ﹤0.01%
+29
2921
$1K ﹤0.01%
+274
2922
$1K ﹤0.01%
+229
2923
$1K ﹤0.01%
+80
2924
$1K ﹤0.01%
+25
2925
$1K ﹤0.01%
+41
115 116
117
118 119