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
901
$64K ﹤0.01%
438
-30
902
$64K ﹤0.01%
1,565
-250
903
$64K ﹤0.01%
271
+14
904
$64K ﹤0.01%
2,167
+1,928
905
$63K ﹤0.01%
3,050
+250
906
$63K ﹤0.01%
1,365
-458
907
$63K ﹤0.01%
10,114
908
$63K ﹤0.01%
1,603
-451
909
$63K ﹤0.01%
1,880
+585
910
$63K ﹤0.01%
1,000
911
$63K ﹤0.01%
462
+45
912
$63K ﹤0.01%
617
+6
913
$62K ﹤0.01%
6,208
+20
914
$62K ﹤0.01%
224
+113
915
$62K ﹤0.01%
6,897
-13,995
916
$62K ﹤0.01%
5,890
+1,535
917
$62K ﹤0.01%
1,147
918
$62K ﹤0.01%
2,288
+271
919
$61K ﹤0.01%
1,647
+1,000
920
$61K ﹤0.01%
2,300
921
$61K ﹤0.01%
933
+1
922
$60K ﹤0.01%
2,265
923
$60K ﹤0.01%
1,375
+125
924
$60K ﹤0.01%
1,298
925
$60K ﹤0.01%
216
+18
35 36
37
38 39