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
401
$394K 0.02%
840
-84
402
$394K 0.02%
9,041
+765
403
$392K 0.02%
12,920
+35
404
$391K 0.02%
1,773
-325
405
$391K 0.02%
7,557
+1,704
406
$390K 0.02%
+27,553
407
$390K 0.02%
17,712
+11,733
408
$390K 0.02%
2,082
+478
409
$387K 0.02%
1,755
+306
410
$382K 0.02%
8,237
+250
411
$382K 0.02%
8,877
+1,143
412
$381K 0.02%
3,616
-375
413
$381K 0.02%
2,544
-46
414
$377K 0.02%
8,796
+78
415
$371K 0.02%
29,968
-2,450
416
$371K 0.02%
10,685
-154
417
$371K 0.02%
2,731
+2,568
418
$369K 0.02%
9,520
+37
419
$369K 0.02%
2,069
+12
420
$369K 0.02%
11,297
-100
421
$368K 0.02%
6,464
422
$364K 0.02%
12,910
+1,478
423
$363K 0.02%
8,810
+321
424
$362K 0.02%
2,448
+770
425
$362K 0.02%
1,663
+97
15 16
17
18 19