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
501
$248K 0.01%
27,554
+3,972
502
$246K 0.01%
6,043
+559
503
$245K 0.01%
950
+40
504
$245K 0.01%
35,102
+29,434
505
$244K 0.01%
3,051
+1,031
506
$243K 0.01%
1,362
+170
507
$243K 0.01%
16,116
+84
508
$241K 0.01%
4,904
-103
509
$239K 0.01%
1,442
-214
510
$239K 0.01%
12,400
+11,601
511
$239K 0.01%
6,332
-3,076
512
$238K 0.01%
674
+67
513
$236K 0.01%
5,046
-540
514
$235K 0.01%
6,302
-674
515
$234K 0.01%
20,275
+668
516
$233K 0.01%
9,757
-87
517
$233K 0.01%
1,846
-9
518
$233K 0.01%
7,850
519
$229K 0.01%
8,484
+5,674
520
$229K 0.01%
7,164
-262
521
$228K 0.01%
1,387
+159
522
$226K 0.01%
1,923
+358
523
$225K 0.01%
1,868
-87
524
$225K 0.01%
3,846
-1,164
525
$224K 0.01%
28,895
+4,146
19 20
21
22 23