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
651
$133K 0.01%
5,000
-24
652
$132K 0.01%
5,479
-190
653
$131K 0.01%
3,275
+814
654
$131K 0.01%
2,619
-2,372
655
$131K 0.01%
970
656
$130K 0.01%
15,940
+703
657
$129K 0.01%
1,286
+166
658
$129K 0.01%
7,531
+318
659
$129K 0.01%
8,205
+142
660
$129K 0.01%
1,476
+40
661
$129K 0.01%
1,171
+63
662
$128K 0.01%
3,162
+629
663
$128K 0.01%
275
+21
664
$128K 0.01%
2,193
+1,178
665
$128K 0.01%
2,126
+201
666
$127K 0.01%
14,503
+869
667
$127K 0.01%
312
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668
$126K 0.01%
12,329
669
$126K 0.01%
2,217
-367
670
$125K 0.01%
34,407
671
$125K 0.01%
391
-79
672
$124K 0.01%
+6,341
673
$124K 0.01%
1,488
-5,005
674
$123K 0.01%
2,808
675
$123K 0.01%
204
+4
25 26
27
28 29