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
326
$609K 0.03%
6,073
+1,502
327
$607K 0.03%
5,765
-436
328
$607K 0.03%
10,538
-2,607
329
$605K 0.03%
131,232
+12,097
330
$604K 0.03%
11,294
+114
331
$600K 0.03%
4,630
+994
332
$599K 0.03%
20,162
333
$591K 0.03%
14,428
-511
334
$588K 0.03%
16,986
-6
335
$582K 0.03%
21,016
-20,990
336
$577K 0.03%
10,400
-124
337
$572K 0.03%
5,428
-1,867
338
$571K 0.03%
3,413
-798
339
$570K 0.03%
10,474
-313
340
$567K 0.03%
21,693
341
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342
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3,570
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343
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6,583
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344
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4,007
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345
$557K 0.03%
8,221
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346
$557K 0.03%
19,439
+11,711
347
$552K 0.03%
11,299
-2,702
348
$550K 0.03%
8,548
+1,449
349
$545K 0.03%
9,938
-2,107
350
$543K 0.03%
7,802
+2,194
12 13
14
15 16