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
801
$84K ﹤0.01%
+3,802
802
$84K ﹤0.01%
5,200
803
$84K ﹤0.01%
500
+24
804
$84K ﹤0.01%
2,685
+1,515
805
$84K ﹤0.01%
802
+172
806
$84K ﹤0.01%
783
-43
807
$84K ﹤0.01%
1,220
+73
808
$84K ﹤0.01%
1,847
+8
809
$83K ﹤0.01%
2,732
+20
810
$83K ﹤0.01%
18,883
+1,451
811
$83K ﹤0.01%
1,318
-721
812
$82K ﹤0.01%
1,789
+507
813
$82K ﹤0.01%
828
+728
814
$81K ﹤0.01%
516
-132
815
$80K ﹤0.01%
943
816
$80K ﹤0.01%
1,938
817
$80K ﹤0.01%
1,394
+1,235
818
$80K ﹤0.01%
12,341
-19,334
819
$80K ﹤0.01%
493
820
$80K ﹤0.01%
414
-2
821
$80K ﹤0.01%
2,729
+622
822
$79K ﹤0.01%
2,388
+538
823
$79K ﹤0.01%
262
824
$79K ﹤0.01%
2,277
-3,933
825
$79K ﹤0.01%
1,003
+77
31 32
33
34 35