SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

Sector Composition

1 Technology 8.77%
2 Financials 5.14%
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%
2,751
785
$90K 0.01%
+1,514
786
$89K 0.01%
297
+196
787
$89K 0.01%
6,585
+345
788
$89K 0.01%
13,853
+2,135
789
$89K 0.01%
+889
790
$89K 0.01%
141
791
$88K 0.01%
134
+1
792
$88K 0.01%
1,236
+515
793
$87K ﹤0.01%
3,200
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%
+3,802
30 31
32
33 34