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
251
$897K 0.05%
25,651
+4,163
252
$897K 0.05%
8,605
+691
253
$893K 0.05%
12,641
+3,609
254
$888K 0.05%
3,889
-2,235
255
$888K 0.05%
2,861
-5
256
$887K 0.05%
19,785
+601
257
$883K 0.05%
9,068
-1,541
258
$876K 0.05%
7,767
-157
259
$864K 0.05%
26,291
+2,995
260
$859K 0.05%
20,979
+1,185
261
$854K 0.05%
17,136
-2,405
262
$840K 0.05%
31,780
+794
263
$829K 0.05%
100,625
+36,500
264
$821K 0.05%
13,381
+630
265
$821K 0.05%
10,040
+3,798
266
$820K 0.05%
44,409
+20,520
267
$813K 0.05%
17,467
+3,919
268
$810K 0.05%
12,654
-81
269
$798K 0.04%
10,646
+4,584
270
$792K 0.04%
9,319
+619
271
$787K 0.04%
2,028
-515
272
$783K 0.04%
20,600
-481
273
$774K 0.04%
9,369
-116
274
$766K 0.04%
8,926
+2,075
275
$756K 0.04%
14,664
+3
9 10
11
12 13