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
2176
$18K ﹤0.01%
+458
2177
$18K ﹤0.01%
+1,966
2178
$18K ﹤0.01%
+60
2179
$18K ﹤0.01%
+1,276
2180
$18K ﹤0.01%
+190
2181
$18K ﹤0.01%
+722
2182
– –
0
2183
$18K ﹤0.01%
+5,174
2184
$18K ﹤0.01%
+287
2185
$18K ﹤0.01%
+221
2186
$18K ﹤0.01%
+3,660
2187
$18K ﹤0.01%
+57
2188
$18K ﹤0.01%
+1,000
2189
$18K ﹤0.01%
+221
2190
$18K ﹤0.01%
+213
2191
$18K ﹤0.01%
+1,260
2192
$18K ﹤0.01%
+309
2193
$18K ﹤0.01%
+750
2194
$18K ﹤0.01%
+631
2195
$18K ﹤0.01%
+199
2196
$18K ﹤0.01%
+487
2197
$18K ﹤0.01%
+70
2198
$18K ﹤0.01%
+2,000
2199
$18K ﹤0.01%
+940
2200
$17K ﹤0.01%
+1,305
86 87
88
89 90