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
701
$116K 0.01%
1,276
+123
702
$116K 0.01%
1,731
+212
703
$115K 0.01%
9,300
704
$115K 0.01%
2,101
-761
705
$114K 0.01%
+4,840
706
$114K 0.01%
1,137
-568
707
$114K 0.01%
4,040
708
$113K 0.01%
2,538
+1,800
709
$113K 0.01%
1,814
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710
$111K 0.01%
3,095
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711
$110K 0.01%
23,268
712
$109K 0.01%
3,325
+500
713
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3,490
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714
$108K 0.01%
1,127
+323
715
$108K 0.01%
1,929
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716
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3,865
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717
$108K 0.01%
149
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718
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1,049
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719
$108K 0.01%
672
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720
$107K 0.01%
3,248
+2,514
721
$106K 0.01%
2,080
+1,005
722
$106K 0.01%
1,450
723
$106K 0.01%
1,074
+7
724
$105K 0.01%
378
+43
725
$105K 0.01%
5,712
+271
27 28
29
30 31