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
2926
$1K ﹤0.01%
+355
2927
$1K ﹤0.01%
+60
2928
$1K ﹤0.01%
+25
2929
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+14
2930
$1K ﹤0.01%
+53
2931
$1K ﹤0.01%
+100
2932
$1K ﹤0.01%
+30
2933
$1K ﹤0.01%
+193
2934
$1K ﹤0.01%
+21
2935
$1K ﹤0.01%
+10
2936
$1K ﹤0.01%
+60
2937
$1K ﹤0.01%
+10
2938
$1K ﹤0.01%
+23
2939
$1K ﹤0.01%
+119
2940
$1K ﹤0.01%
+12
2941
$1K ﹤0.01%
+10
2942
$1K ﹤0.01%
+49
2943
$1K ﹤0.01%
+7
2944
$1K ﹤0.01%
+80
2945
$1K ﹤0.01%
+69
2946
$1K ﹤0.01%
+75
2947
$1K ﹤0.01%
+135
2948
$1K ﹤0.01%
+55
2949
$1K ﹤0.01%
+21
2950
$1K ﹤0.01%
+70