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
626
$147K 0.01%
1,640
+1,232
627
$147K 0.01%
2,607
+943
628
$146K 0.01%
4,175
-2,956
629
$146K 0.01%
173
-1
630
$146K 0.01%
+3,511
631
$144K 0.01%
2,840
+2,220
632
$144K 0.01%
6,328
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633
$143K 0.01%
1,888
+170
634
$143K 0.01%
1,814
635
$142K 0.01%
5,000
636
$142K 0.01%
6,010
+5,509
637
$141K 0.01%
14,495
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638
$141K 0.01%
4,749
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639
$141K 0.01%
1,505
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640
$140K 0.01%
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641
$139K 0.01%
3,026
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642
$139K 0.01%
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643
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30
644
$137K 0.01%
11,176
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645
$135K 0.01%
8,582
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646
$135K 0.01%
2,686
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647
$134K 0.01%
713
-14
648
$134K 0.01%
3,839
+230
649
$134K 0.01%
1,552
+207
650
$134K 0.01%
2,168
24 25
26
27 28