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
2901
$2K ﹤0.01%
+40
2902
$2K ﹤0.01%
+86
2903
$2K ﹤0.01%
+55
2904
$2K ﹤0.01%
+125
2905
$1K ﹤0.01%
+62
2906
$1K ﹤0.01%
+29
2907
$1K ﹤0.01%
+274
2908
$1K ﹤0.01%
+229
2909
$1K ﹤0.01%
+80
2910
$1K ﹤0.01%
+25
2911
$1K ﹤0.01%
+41
2912
$1K ﹤0.01%
+36
2913
$1K ﹤0.01%
+25
2914
$1K ﹤0.01%
+77
2915
$1K ﹤0.01%
+36
2916
$1K ﹤0.01%
+100
2917
$1K ﹤0.01%
+142
2918
$1K ﹤0.01%
+51
2919
$1K ﹤0.01%
+49
2920
$1K ﹤0.01%
+20
2921
$1K ﹤0.01%
+26
2922
$1K ﹤0.01%
+10
2923
$1K ﹤0.01%
+37
2924
$1K ﹤0.01%
+1
2925
$1K ﹤0.01%
+75
115 116
117
118 119