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
851
$73K ﹤0.01%
1,201
852
$72K ﹤0.01%
1,156
-58
853
$72K ﹤0.01%
6,486
+104
854
$71K ﹤0.01%
921
-504
855
$71K ﹤0.01%
631
+331
856
$71K ﹤0.01%
1,258
+498
857
$71K ﹤0.01%
765
+6
858
$71K ﹤0.01%
1,372
+8
859
$71K ﹤0.01%
500
+200
860
$71K ﹤0.01%
7,112
+7,003
861
$71K ﹤0.01%
906
+1
862
$71K ﹤0.01%
1,486
+10
863
$71K ﹤0.01%
406
+21
864
$70K ﹤0.01%
1,394
-189
865
$70K ﹤0.01%
5,500
866
$70K ﹤0.01%
1,729
+100
867
$70K ﹤0.01%
977
+7
868
$70K ﹤0.01%
1,133
+1,097
869
$70K ﹤0.01%
846
-132
870
$69K ﹤0.01%
3,049
871
$69K ﹤0.01%
1,479
+10
872
$69K ﹤0.01%
1,446
-449
873
$69K ﹤0.01%
1,921
+1,179
874
$69K ﹤0.01%
887
+25
875
$69K ﹤0.01%
7,225
+1,073
33 34
35
36 37