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
2301
$14K ﹤0.01%
+188
2302
$14K ﹤0.01%
+50
2303
$14K ﹤0.01%
+275
2304
$14K ﹤0.01%
+2,000
2305
$14K ﹤0.01%
+3,425
2306
– –
0
2307
$14K ﹤0.01%
+420
2308
$14K ﹤0.01%
+74
2309
$14K ﹤0.01%
+45
2310
$14K ﹤0.01%
+700
2311
$13K ﹤0.01%
+346
2312
$13K ﹤0.01%
+602
2313
$13K ﹤0.01%
+2,000
2314
$13K ﹤0.01%
+143
2315
$13K ﹤0.01%
+300
2316
$13K ﹤0.01%
+550
2317
$13K ﹤0.01%
+208
2318
$13K ﹤0.01%
+3,000
2319
$13K ﹤0.01%
+94
2320
$13K ﹤0.01%
+11
2321
$13K ﹤0.01%
+2,264
2322
$13K ﹤0.01%
+440
2323
$13K ﹤0.01%
+5,819
2324
$13K ﹤0.01%
+384
2325
$13K ﹤0.01%
+56
91 92
93
94 95