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
751
$97K 0.01%
2,257
-820
752
$97K 0.01%
850
-114
753
$97K 0.01%
4,413
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754
$97K 0.01%
698
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755
$97K 0.01%
995
756
$97K 0.01%
900
757
$97K 0.01%
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758
$97K 0.01%
6,645
759
$97K 0.01%
2,081
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760
$97K 0.01%
2,200
+2,000
761
$97K 0.01%
1,837
762
$96K 0.01%
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763
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764
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765
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468
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772
$93K 0.01%
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$93K 0.01%
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$93K 0.01%
3,629
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775
$93K 0.01%
7,720
29 30
31
32 33