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
2451
$9K ﹤0.01%
+65
2452
$9K ﹤0.01%
+50
2453
$9K ﹤0.01%
+500
2454
$9K ﹤0.01%
+212
2455
$9K ﹤0.01%
+133
2456
$9K ﹤0.01%
+76
2457
$9K ﹤0.01%
+100
2458
$8K ﹤0.01%
+200
2459
$8K ﹤0.01%
+431
2460
$8K ﹤0.01%
+300
2461
$8K ﹤0.01%
+100
2462
$8K ﹤0.01%
+100
2463
$8K ﹤0.01%
+200
2464
$8K ﹤0.01%
+1,000
2465
$8K ﹤0.01%
+800
2466
$8K ﹤0.01%
+500
2467
$8K ﹤0.01%
+161
2468
$8K ﹤0.01%
+228
2469
$8K ﹤0.01%
+106
2470
$8K ﹤0.01%
+1,972
2471
$8K ﹤0.01%
+132
2472
$8K ﹤0.01%
+166
2473
$8K ﹤0.01%
+171
2474
$8K ﹤0.01%
+330
2475
$8K ﹤0.01%
+5
97 98
99
100 101