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
801
$339K 0.01%
+5,033
802
$339K 0.01%
+3,985
803
$339K 0.01%
+6,483
804
$337K 0.01%
+7,019
805
$336K 0.01%
+7,031
806
$333K 0.01%
+10,110
807
$332K 0.01%
+11,565
808
$331K 0.01%
+3,206
809
$330K 0.01%
+5,373
810
$330K 0.01%
+2,657
811
$330K 0.01%
+4,863
812
$330K 0.01%
+6,715
813
$330K 0.01%
+4,344
814
$330K 0.01%
+6,544
815
$329K 0.01%
+6,670
816
$328K 0.01%
+6,133
817
$328K 0.01%
+1,673
818
$328K 0.01%
+2,397
819
$327K 0.01%
+13,014
820
$326K 0.01%
+15,850
821
$326K 0.01%
+23,228
822
$324K 0.01%
+4,054
823
$323K 0.01%
+3,797
824
$322K 0.01%
+8,301
825
$322K 0.01%
+7,707
31 32
33
34 35