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
2401
$10K ﹤0.01%
+406
2402
$10K ﹤0.01%
+183
2403
$10K ﹤0.01%
+250
2404
$10K ﹤0.01%
+719
2405
$10K ﹤0.01%
+1,000
2406
$10K ﹤0.01%
+1,000
2407
$10K ﹤0.01%
+300
2408
$10K ﹤0.01%
+480
2409
$10K ﹤0.01%
+300
2410
$10K ﹤0.01%
+333
2411
$10K ﹤0.01%
+1,000
2412
$10K ﹤0.01%
+27
2413
$10K ﹤0.01%
+500
2414
$10K ﹤0.01%
+403
2415
$10K ﹤0.01%
+1,508
2416
$10K ﹤0.01%
+102
2417
$10K ﹤0.01%
+205
2418
$10K ﹤0.01%
+160
2419
$10K ﹤0.01%
+500
2420
$10K ﹤0.01%
+84
2421
$10K ﹤0.01%
+605
2422
$9K ﹤0.01%
+882
2423
$9K ﹤0.01%
+1,140
2424
$9K ﹤0.01%
+433
2425
$9K ﹤0.01%
+575
95 96
97
98 99