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
776
$366K 0.01%
+1,260
777
$365K 0.01%
+26,568
778
$365K 0.01%
+18,348
779
$363K 0.01%
+7,590
780
$362K 0.01%
+5,894
781
$362K 0.01%
+15,139
782
$362K 0.01%
+20,835
783
$360K 0.01%
+7,179
784
$357K 0.01%
+20,794
785
$357K 0.01%
+106,825
786
$357K 0.01%
+5,356
787
$356K 0.01%
+48,809
788
$355K 0.01%
+4,300
789
$354K 0.01%
+2,032
790
$354K 0.01%
+44,825
791
$351K 0.01%
+4,381
792
$350K 0.01%
+11,435
793
$350K 0.01%
+45,881
794
$349K 0.01%
+11,382
795
$346K 0.01%
+22,239
796
$346K 0.01%
+5,693
797
$342K 0.01%
+24,662
798
$341K 0.01%
+10,643
799
$341K 0.01%
+3,477
800
$339K 0.01%
+7,986
30 31
32
33 34