SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.05M
3
+$5.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$5.11M

Top Sells

1
+$5.19M
2
+$5.06M
3
+$4.94M
4
LMT icon
Lockheed Martin
LMT
+$4.52M
5
CSL icon
Carlisle Companies
CSL
+$4.28M

Sector Composition

1 Technology 8.77%
2 Financials 5.13%
3 Consumer Discretionary 4.97%
4 Healthcare 4.69%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.06%
26,996
+21,004
227
$1.08M 0.06%
5,215
+775
228
$1.06M 0.06%
23,228
+3,182
229
$1.05M 0.06%
20,392
+11,470
230
$1.04M 0.06%
16,787
-16,540
231
$1.04M 0.06%
10,929
+118
232
$1.04M 0.06%
12,749
+4,092
233
$1.01M 0.06%
44,009
234
$989K 0.06%
12,763
+1,075
235
$983K 0.06%
4,243
-34
236
$976K 0.05%
15,547
+2,865
237
$965K 0.05%
3,615
+1,108
238
$956K 0.05%
18,184
-2,699
239
$953K 0.05%
38,521
+477
240
$937K 0.05%
30,301
+29,101
241
$937K 0.05%
2
242
$936K 0.05%
16,171
-750
243
$934K 0.05%
6,087
-65
244
$923K 0.05%
28,245
-2,627
245
$917K 0.05%
6,905
+5
246
$916K 0.05%
2,860
+36
247
$912K 0.05%
8,295
-2,233
248
$911K 0.05%
9,038
+165
249
$911K 0.05%
4,965
+1,420
250
$907K 0.05%
3,682
-154
8 9
10
11 12