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
551
$208K 0.01%
875
-641
552
$208K 0.01%
4,623
+208
553
$207K 0.01%
3,216
-24
554
$207K 0.01%
4,779
-116,801
555
$207K 0.01%
5,795
-10
556
$205K 0.01%
3,666
+1,451
557
$203K 0.01%
+3,672
558
$203K 0.01%
1,284
-267
559
$202K 0.01%
6,522
+1,627
560
$201K 0.01%
3,857
+270
561
$201K 0.01%
2,025
+221
562
$200K 0.01%
3,265
+7
563
$199K 0.01%
2,764
+1,891
564
$198K 0.01%
2,664
-193
565
$197K 0.01%
9,714
+2,534
566
$197K 0.01%
1,129
567
$193K 0.01%
4,830
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568
$192K 0.01%
755
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569
$192K 0.01%
539
+203
570
$190K 0.01%
5,700
+489
571
$189K 0.01%
438
+175
572
$187K 0.01%
7,717
-3,412
573
$185K 0.01%
8,968
+3,860
574
$185K 0.01%
5,102
+1,696
575
$185K 0.01%
6,411
+48
21 22
23
24 25