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
726
$105K 0.01%
576
+359
727
$104K 0.01%
+3,350
728
$104K 0.01%
2,000
-33
729
$103K 0.01%
2,895
+2,425
730
$103K 0.01%
7,641
-2,701
731
$103K 0.01%
6,112
-3,242
732
$102K 0.01%
3,012
-2,280
733
$102K 0.01%
1,365
-11
734
$102K 0.01%
2,628
+2,309
735
$102K 0.01%
2,307
736
$102K 0.01%
7,904
+5
737
$101K 0.01%
2,307
+6
738
$101K 0.01%
347
+25
739
$101K 0.01%
3,139
+1,155
740
$100K 0.01%
3,612
741
$100K 0.01%
577
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742
$100K 0.01%
516
743
$100K 0.01%
6,050
-370
744
$99K 0.01%
2,712
+2,063
745
$98K 0.01%
2,110
+1
746
$98K 0.01%
3,700
747
$98K 0.01%
9,490
+8,732
748
$98K 0.01%
17,684
749
$98K 0.01%
3,270
-29,140
750
$97K 0.01%
1,000
28 29
30
31 32