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
276
$754K 0.04%
6,254
+170
277
$754K 0.04%
17,974
+3,626
278
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62,990
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279
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11,743
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280
$737K 0.04%
11,982
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281
$732K 0.04%
23,518
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282
$726K 0.04%
2,191
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283
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7,599
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284
$718K 0.04%
4,344
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285
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6,790
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286
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29,627
-1,666
287
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15,691
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288
$711K 0.04%
4,533
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289
$706K 0.04%
6,857
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290
$703K 0.04%
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291
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292
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28,144
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293
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60,929
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294
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295
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22,825
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296
$673K 0.04%
3,055
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297
$673K 0.04%
6,221
+1,252
298
$672K 0.04%
3,297
-1,148
299
$671K 0.04%
13,628
-3,542
300
$666K 0.04%
6,930
+148
10 11
12
13 14