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
826
$79K ﹤0.01%
4,056
-781
827
$79K ﹤0.01%
1,720
+25
828
$79K ﹤0.01%
3,155
-610
829
$78K ﹤0.01%
1,225
+211
830
$78K ﹤0.01%
968
+12
831
$78K ﹤0.01%
976
+2
832
$77K ﹤0.01%
4,795
+811
833
$77K ﹤0.01%
1,130
-211
834
$76K ﹤0.01%
1,152
-425
835
$76K ﹤0.01%
1,531
+781
836
$76K ﹤0.01%
6,145
+3
837
$76K ﹤0.01%
309
+120
838
$76K ﹤0.01%
2,316
+5
839
$76K ﹤0.01%
5,263
840
$75K ﹤0.01%
1,704
841
$74K ﹤0.01%
1,405
+98
842
$74K ﹤0.01%
1,185
+556
843
$74K ﹤0.01%
729
-230
844
$74K ﹤0.01%
376
-566
845
$74K ﹤0.01%
56
-1
846
$74K ﹤0.01%
+5,595
847
$74K ﹤0.01%
1,083
+65
848
$73K ﹤0.01%
547
+4
849
$73K ﹤0.01%
382
-58
850
$73K ﹤0.01%
820
+95
32 33
34
35 36