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
476
$279K 0.02%
1,152
+209
477
$278K 0.02%
5,884
+1,588
478
$277K 0.02%
2,730
-5,608
479
$276K 0.02%
1,639
+42
480
$274K 0.02%
6,912
+3,243
481
$274K 0.02%
4,407
+185
482
$273K 0.02%
12,000
+11,500
483
$271K 0.02%
25,725
+391
484
$267K 0.02%
3,476
485
$266K 0.02%
44,540
486
$266K 0.02%
2,288
+5
487
$265K 0.01%
9,881
488
$264K 0.01%
2,871
+1
489
$263K 0.01%
13,233
+79
490
$263K 0.01%
2,414
+320
491
$262K 0.01%
4,046
+72
492
$259K 0.01%
1,965
-230
493
$256K 0.01%
5,111
+21
494
$256K 0.01%
1,264
-144
495
$254K 0.01%
6,952
+5,108
496
$252K 0.01%
3,728
+306
497
$251K 0.01%
1,456
+719
498
$251K 0.01%
5,575
+725
499
$250K 0.01%
804
+567
500
$249K 0.01%
1,077
+90
18 19
20
21 22