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
526
$222K 0.01%
3,510
+81
527
$222K 0.01%
7,818
+128
528
$222K 0.01%
39,200
+37,750
529
$222K 0.01%
8,608
+345
530
$220K 0.01%
3,875
+1,147
531
$220K 0.01%
+10,568
532
$219K 0.01%
9,925
533
$219K 0.01%
14,679
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534
$219K 0.01%
1,243
+64
535
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4,178
-376
536
$218K 0.01%
1,687
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537
$218K 0.01%
7,036
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538
$216K 0.01%
4,817
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539
$214K 0.01%
+5,465
540
$214K 0.01%
1,691
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541
$213K 0.01%
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542
$212K 0.01%
8,465
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543
$212K 0.01%
3,740
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544
$211K 0.01%
1,220
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545
$211K 0.01%
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546
$210K 0.01%
1,428
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547
$210K 0.01%
8,751
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548
$209K 0.01%
6,764
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549
$209K 0.01%
1,701
-65
550
$208K 0.01%
10,030
+44
20 21
22
23 24