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
426
$356K 0.02%
34,423
-3,703
427
$356K 0.02%
1,732
-1,061
428
$352K 0.02%
16,101
+51
429
$344K 0.02%
6,826
-3,971
430
$342K 0.02%
11,706
431
$342K 0.02%
28,467
+2,419
432
$341K 0.02%
910
+54
433
$340K 0.02%
11,692
+4,867
434
$340K 0.02%
3,724
+1,779
435
$337K 0.02%
3,123
+354
436
$337K 0.02%
+13,102
437
$336K 0.02%
5,281
-201
438
$334K 0.02%
2,457
-69
439
$331K 0.02%
3,630
-29
440
$329K 0.02%
2,345
+999
441
$328K 0.02%
7,016
-1,172
442
$327K 0.02%
27,749
-4,955
443
$326K 0.02%
813
-6
444
$324K 0.02%
9,379
-3,009
445
$324K 0.02%
8,946
+2,176
446
$324K 0.02%
10,011
-4,071
447
$320K 0.02%
1,535
+426
448
$320K 0.02%
11,183
+2,998
449
$318K 0.02%
2,030
+58
450
$317K 0.02%
7,752
-3,076
16 17
18
19 20