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
376
$451K 0.03%
+9,517
377
$447K 0.03%
19,755
378
$447K 0.03%
9,073
-589
379
$446K 0.03%
17,216
+6,606
380
$445K 0.03%
3,875
-13,332
381
$445K 0.03%
4,249
+97
382
$445K 0.03%
24,616
-1,573
383
$444K 0.03%
3,386
-789
384
$433K 0.02%
5,508
-158
385
$432K 0.02%
11,653
-82
386
$426K 0.02%
4,092
+441
387
$423K 0.02%
+11,906
388
$422K 0.02%
8,378
+1,234
389
$417K 0.02%
5,293
+346
390
$417K 0.02%
2,082
+1,594
391
$415K 0.02%
1,347
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392
$412K 0.02%
2,207
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393
$407K 0.02%
52,126
+41,296
394
$407K 0.02%
6,709
+3,847
395
$406K 0.02%
24,545
+344
396
$406K 0.02%
3,230
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397
$402K 0.02%
4,329
+405
398
$400K 0.02%
3,512
+643
399
$397K 0.02%
5,483
+30
400
$396K 0.02%
8,089
14 15
16
17 18