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
51
$8.1M 0.46%
91,302
-11,071
52
$8.08M 0.45%
92,332
-7,139
53
$7.63M 0.43%
79,612
-43
54
$7.35M 0.41%
155,433
-924
55
$7.25M 0.41%
13,291
-138
56
$7.22M 0.41%
73,544
-89
57
$7.09M 0.4%
13,820
-708
58
$7.06M 0.4%
32,218
-902
59
$6.98M 0.39%
46,862
-2,826
60
$6.96M 0.39%
63,390
+2,380
61
$6.87M 0.39%
55,182
-1,918
62
$6.8M 0.38%
141,681
-3,206
63
$6.57M 0.37%
449,600
-72,360
64
$6.3M 0.35%
75,152
+60,937
65
$6.17M 0.35%
23,416
-3,063
66
$6.16M 0.35%
23,124
+8,879
67
$6.09M 0.34%
21,100
-676
68
$6.08M 0.34%
46,910
-1,944
69
$5.92M 0.33%
134,801
+14,654
70
$5.91M 0.33%
77,628
+13,339
71
$5.78M 0.33%
126,069
+16,561
72
$5.76M 0.32%
112,635
+11,968
73
$5.73M 0.32%
127,538
-10,856
74
$5.7M 0.32%
40,739
+10,423
75
$5.68M 0.32%
15,071
-637
1 2
3
4 5