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
601
$165K 0.01%
1,419
-375
602
$164K 0.01%
1,212
+32
603
$163K 0.01%
24,034
+672
604
$161K 0.01%
1,734
-203
605
$161K 0.01%
4,221
+1,385
606
$160K 0.01%
672
-13
607
$159K 0.01%
3,631
+497
608
$159K 0.01%
1,309
-615
609
$158K 0.01%
1,850
-3,062
610
$157K 0.01%
2,837
-450
611
$157K 0.01%
4,414
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612
$155K 0.01%
3,399
+75
613
$154K 0.01%
14,290
614
$154K 0.01%
1,360
+17
615
$153K 0.01%
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-25
616
$152K 0.01%
2,611
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617
$151K 0.01%
2,120
-48
618
$151K 0.01%
4,770
+15
619
$150K 0.01%
3,362
+2,762
620
$150K 0.01%
3,017
-470
621
$149K 0.01%
2,076
+497
622
$149K 0.01%
8,710
+4,536
623
$149K 0.01%
+1,710
624
$147K 0.01%
+7,750
625
$147K 0.01%
2,984
+2,440
23 24
25
26 27