SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

Sector Composition

1 Technology 8.77%
2 Financials 5.14%
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
951
$55K ﹤0.01%
231
+28
952
$55K ﹤0.01%
359
+115
953
$55K ﹤0.01%
801
+276
954
$55K ﹤0.01%
229
+120
955
$55K ﹤0.01%
4,832
+38
956
$55K ﹤0.01%
316
-4
957
$55K ﹤0.01%
717
+1
958
$54K ﹤0.01%
984
+24
959
$54K ﹤0.01%
558
960
$54K ﹤0.01%
452
-39
961
$54K ﹤0.01%
1,300
962
$54K ﹤0.01%
446
963
$54K ﹤0.01%
1,679
+192
964
$54K ﹤0.01%
741
965
$54K ﹤0.01%
3,550
+1,845
966
$54K ﹤0.01%
712
-10
967
$54K ﹤0.01%
2,000
968
$54K ﹤0.01%
212
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969
$53K ﹤0.01%
800
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970
$53K ﹤0.01%
586
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971
$53K ﹤0.01%
1,393
+438
972
$53K ﹤0.01%
1,022
-49
973
$53K ﹤0.01%
863
+115
974
$53K ﹤0.01%
412
-7
975
$53K ﹤0.01%
583
-425
37 38
39
40 41