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
876
$69K ﹤0.01%
11,770
-2,340
877
$69K ﹤0.01%
1,710
-2,840
878
$69K ﹤0.01%
1,871
+16
879
$68K ﹤0.01%
1,894
880
$68K ﹤0.01%
1,436
+511
881
$67K ﹤0.01%
422
882
$67K ﹤0.01%
+2,420
883
$67K ﹤0.01%
1,479
+83
884
$67K ﹤0.01%
2,500
+100
885
$67K ﹤0.01%
6,300
-3,700
886
$66K ﹤0.01%
757
-58
887
$66K ﹤0.01%
1,314
+22
888
$66K ﹤0.01%
3,640
-180
889
$66K ﹤0.01%
3,790
+1,246
890
$66K ﹤0.01%
5,900
891
$66K ﹤0.01%
805
+361
892
$66K ﹤0.01%
235
+101
893
$65K ﹤0.01%
1,031
+99
894
$65K ﹤0.01%
1,530
895
$65K ﹤0.01%
+16,000
896
$65K ﹤0.01%
1,441
+695
897
$65K ﹤0.01%
1,430
+287
898
$65K ﹤0.01%
1,305
+593
899
$65K ﹤0.01%
810
-1,861
900
$65K ﹤0.01%
1,013
+676
34 35
36
37 38