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
2076
$24K ﹤0.01%
+390
2077
$24K ﹤0.01%
+280
2078
$24K ﹤0.01%
+2,323
2079
$24K ﹤0.01%
+1,221
2080
$23K ﹤0.01%
+363
2081
$23K ﹤0.01%
+106
2082
$23K ﹤0.01%
+198
2083
$23K ﹤0.01%
+6,000
2084
$23K ﹤0.01%
+402
2085
$23K ﹤0.01%
+612
2086
$23K ﹤0.01%
+400
2087
$23K ﹤0.01%
+943
2088
$23K ﹤0.01%
+1,898
2089
$23K ﹤0.01%
+339
2090
$23K ﹤0.01%
+5
2091
$23K ﹤0.01%
+3,838
2092
$23K ﹤0.01%
+876
2093
$23K ﹤0.01%
+183
2094
$23K ﹤0.01%
+50
2095
$23K ﹤0.01%
+845
2096
$23K ﹤0.01%
+4,500
2097
$23K ﹤0.01%
+500
2098
– –
0
2099
$22K ﹤0.01%
+480
2100
$22K ﹤0.01%
+730
82 83
84
85 86