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
1801
$43K ﹤0.01%
+312
1802
$43K ﹤0.01%
+1,917
1803
$43K ﹤0.01%
+4,800
1804
$43K ﹤0.01%
+1,193
1805
$43K ﹤0.01%
+392
1806
$42K ﹤0.01%
+4,200
1807
$42K ﹤0.01%
+2,166
1808
$42K ﹤0.01%
+509
1809
$42K ﹤0.01%
+900
1810
$42K ﹤0.01%
+619
1811
$42K ﹤0.01%
+900
1812
$42K ﹤0.01%
+600
1813
$42K ﹤0.01%
+308
1814
$42K ﹤0.01%
+150
1815
$42K ﹤0.01%
+3,325
1816
$42K ﹤0.01%
+402
1817
$42K ﹤0.01%
+170
1818
$42K ﹤0.01%
+4,887
1819
$42K ﹤0.01%
+642
1820
$41K ﹤0.01%
+363
1821
$41K ﹤0.01%
+306
1822
$41K ﹤0.01%
+286
1823
$41K ﹤0.01%
+133
1824
$41K ﹤0.01%
+536
1825
$41K ﹤0.01%
+213
71 72
73
74 75