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
776
$92K 0.01%
4,259
+294
777
$92K 0.01%
1,442
+121
778
$92K 0.01%
1,112
+26
779
$91K 0.01%
3,738
+256
780
$91K 0.01%
3,030
-4,376
781
$91K 0.01%
2,400
782
$91K 0.01%
4,897
783
$91K 0.01%
2,018
+64
784
$90K 0.01%
+1,514
785
$90K 0.01%
2,751
786
$89K 0.01%
+889
787
$89K 0.01%
297
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788
$89K 0.01%
6,585
+345
789
$89K 0.01%
13,853
+2,135
790
$89K 0.01%
141
791
$88K 0.01%
134
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792
$88K 0.01%
1,236
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793
$87K ﹤0.01%
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794
$86K ﹤0.01%
764
795
$86K ﹤0.01%
2,763
-864
796
$85K ﹤0.01%
1,893
-1,593
797
$85K ﹤0.01%
6,400
798
$85K ﹤0.01%
740
-20
799
$85K ﹤0.01%
1,028
800
$84K ﹤0.01%
+10,631
30 31
32
33 34