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
2201
$17K ﹤0.01%
+1,132
2202
$17K ﹤0.01%
+727
2203
$17K ﹤0.01%
+753
2204
$17K ﹤0.01%
+175
2205
$17K ﹤0.01%
+800
2206
$17K ﹤0.01%
+600
2207
$17K ﹤0.01%
+718
2208
$17K ﹤0.01%
+2,800
2209
– –
0
2210
$17K ﹤0.01%
+803
2211
$17K ﹤0.01%
+375
2212
$17K ﹤0.01%
+500
2213
– –
0
2214
$17K ﹤0.01%
+112
2215
$17K ﹤0.01%
+453
2216
$17K ﹤0.01%
+274
2217
$17K ﹤0.01%
+158
2218
$17K ﹤0.01%
+213
2219
$17K ﹤0.01%
+1,000
2220
$17K ﹤0.01%
+567
2221
$17K ﹤0.01%
+306
2222
$17K ﹤0.01%
+1,200
2223
$17K ﹤0.01%
+300
2224
$16K ﹤0.01%
+500
2225
$16K ﹤0.01%
+447
87 88
89
90 91