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
676
$123K 0.01%
905
+77
677
$123K 0.01%
2,549
+278
678
$123K 0.01%
4,235
+1,489
679
$123K 0.01%
1,636
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680
$123K 0.01%
5,568
681
$122K 0.01%
15,192
+10,816
682
$122K 0.01%
1,233
-176
683
$122K 0.01%
3,089
-5,498
684
$122K 0.01%
2,775
-11,654
685
$122K 0.01%
415
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686
$121K 0.01%
4,000
687
$121K 0.01%
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688
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689
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2,000
690
$121K 0.01%
12,000
691
$120K 0.01%
4,508
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692
$120K 0.01%
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693
$120K 0.01%
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694
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2,323
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695
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696
$119K 0.01%
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697
$119K 0.01%
2,036
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698
$118K 0.01%
1,014
-114
699
$118K 0.01%
25,870
+25,500
700
$116K 0.01%
4,894
+16
26 27
28
29 30