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
301
$660K 0.04%
13,923
-1,009
302
$660K 0.04%
46,835
+15,300
303
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10,099
+424
304
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324
+16
305
$649K 0.04%
10,227
+5,565
306
$647K 0.04%
2,608
+800
307
$643K 0.04%
3,700
+458
308
$641K 0.04%
50,388
+25,238
309
$639K 0.04%
19,525
310
$639K 0.04%
9,200
+2,025
311
$639K 0.04%
8,978
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312
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7,196
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313
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16,207
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314
$633K 0.04%
1,159
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315
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14,120
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316
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15,298
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317
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17,588
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318
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10,410
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319
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8,076
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320
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321
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16,327
+5,095
322
$616K 0.03%
10,623
-7,505
323
$614K 0.03%
20,865
324
$612K 0.03%
10,797
-156
325
$610K 0.03%
8,187
+1,487
11 12
13
14 15