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
351
$541K 0.03%
4,834
+668
352
$541K 0.03%
+8,366
353
$540K 0.03%
4,389
-2,014
354
$532K 0.03%
8,327
-105
355
$524K 0.03%
3,953
-1
356
$523K 0.03%
6,110
+5,866
357
$521K 0.03%
28,219
+2,692
358
$517K 0.03%
6,188
-43
359
$513K 0.03%
4,009
+165
360
$500K 0.03%
8,052
-208
361
$491K 0.03%
18,484
-449
362
$491K 0.03%
10,624
+1,734
363
$490K 0.03%
15,685
-8,044
364
$489K 0.03%
3,527
+271
365
$474K 0.03%
4,188
+955
366
$474K 0.03%
25,400
+4,677
367
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10,158
-78
368
$466K 0.03%
9,433
369
$465K 0.03%
2,587
-163
370
$462K 0.03%
1,188
+19
371
$459K 0.03%
5,469
+176
372
$459K 0.03%
2,396
+13
373
$458K 0.03%
9,097
+2,145
374
$456K 0.03%
3,060
-1,242
375
$455K 0.03%
39,084
+9,631
13 14
15
16 17