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
576
$185K 0.01%
6,541
-72
577
$184K 0.01%
+15,380
578
$184K 0.01%
5,470
+3,188
579
$181K 0.01%
4,533
+1,710
580
$180K 0.01%
5,406
+1,581
581
$180K 0.01%
6,562
582
$179K 0.01%
2,121
-157
583
$178K 0.01%
1,342
+1,300
584
$177K 0.01%
1,277
-139
585
$176K 0.01%
709
+34
586
$176K 0.01%
6,559
+1,231
587
$175K 0.01%
2,066
+1,471
588
$175K 0.01%
2,417
-171
589
$175K 0.01%
10,348
-14,075
590
$174K 0.01%
1,052
+115
591
$172K 0.01%
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592
$172K 0.01%
12,408
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593
$171K 0.01%
6,305
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594
$170K 0.01%
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595
$169K 0.01%
2,311
-3,063
596
$168K 0.01%
1,718
-22
597
$168K 0.01%
2,039
-292
598
$167K 0.01%
1,754
+18
599
$166K 0.01%
1,156
-423
600
$165K 0.01%
14,067
+3,002
22 23
24
25 26