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
926
$60K ﹤0.01%
1,503
+32
927
$60K ﹤0.01%
3,081
+406
928
$60K ﹤0.01%
430
929
$59K ﹤0.01%
+3,260
930
$59K ﹤0.01%
2,100
-2,550
931
$59K ﹤0.01%
1,194
+994
932
$58K ﹤0.01%
520
-4
933
$58K ﹤0.01%
857
-217
934
$58K ﹤0.01%
+2,390
935
$58K ﹤0.01%
837
-86
936
$58K ﹤0.01%
4,837
937
$58K ﹤0.01%
1,899
+1,641
938
$57K ﹤0.01%
2,218
+10
939
$57K ﹤0.01%
1,897
-2,419
940
$57K ﹤0.01%
10,200
941
$57K ﹤0.01%
262
-30
942
$57K ﹤0.01%
+4,250
943
$56K ﹤0.01%
886
+54
944
$56K ﹤0.01%
680
-190
945
$56K ﹤0.01%
2,919
946
$56K ﹤0.01%
827
-607
947
$56K ﹤0.01%
9,413
+2,277
948
$56K ﹤0.01%
2,100
949
$55K ﹤0.01%
316
-4
950
$55K ﹤0.01%
1,689
-52
36 37
38
39 40