SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2351
$12K ﹤0.01%
+260
2352
$12K ﹤0.01%
+150
2353
$12K ﹤0.01%
+170
2354
$12K ﹤0.01%
+223
2355
$12K ﹤0.01%
+1,954
2356
$12K ﹤0.01%
+524
2357
$12K ﹤0.01%
+1,650
2358
$12K ﹤0.01%
+700
2359
$12K ﹤0.01%
+225
2360
$12K ﹤0.01%
+600
2361
$12K ﹤0.01%
+607
2362
$12K ﹤0.01%
+140
2363
$12K ﹤0.01%
+605
2364
$11K ﹤0.01%
+100
2365
$11K ﹤0.01%
+270
2366
$11K ﹤0.01%
+2,000
2367
$11K ﹤0.01%
+136
2368
$11K ﹤0.01%
+400
2369
$11K ﹤0.01%
+800
2370
$11K ﹤0.01%
+893
2371
$11K ﹤0.01%
+314
2372
$11K ﹤0.01%
+176
2373
$11K ﹤0.01%
+700
2374
$11K ﹤0.01%
+500
2375
$11K ﹤0.01%
+780
93 94
95
96 97