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
451
$314K 0.02%
15,309
+4,737
452
$314K 0.02%
5,125
-38
453
$306K 0.02%
+9,119
454
$306K 0.02%
11,110
-700
455
$305K 0.02%
19,803
-6,488
456
$304K 0.02%
8,122
457
$304K 0.02%
5,344
+419
458
$302K 0.02%
5,140
-330
459
$301K 0.02%
9,917
+7,384
460
$300K 0.02%
4,076
-4,104
461
$298K 0.02%
10,008
+4,688
462
$297K 0.02%
10,334
-505
463
$294K 0.02%
4,475
+16
464
$294K 0.02%
+8,922
465
$293K 0.02%
19,516
+212
466
$293K 0.02%
4,102
+475
467
$290K 0.02%
3,849
-20
468
$289K 0.02%
2,157
-2
469
$289K 0.02%
2,133
+53
470
$289K 0.02%
6,001
+146
471
$285K 0.02%
13,851
472
$285K 0.02%
3,143
+210
473
$282K 0.02%
8,381
-350
474
$281K 0.02%
1,296
-211
475
$280K 0.02%
1,560
+3
17 18
19
20 21