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
76
$5.55M 0.31%
38,936
-1,375
77
$5.47M 0.31%
67,413
+6
78
$5.35M 0.3%
12,488
+11,121
79
$5.31M 0.3%
39,596
+6,983
80
$5.26M 0.3%
90,973
-4,344
81
$5.14M 0.29%
132,054
+80,624
82
$5.02M 0.28%
23,683
+541
83
$5M 0.28%
31,894
+191
84
$4.98M 0.28%
43,057
-707
85
$4.96M 0.28%
33,088
+32,630
86
$4.87M 0.27%
18,392
-503
87
$4.84M 0.27%
68,694
+3,736
88
$4.78M 0.27%
63,449
-23,758
89
$4.71M 0.27%
26,245
+8,290
90
$4.7M 0.26%
34,660
+662
91
$4.69M 0.26%
19,647
-113
92
$4.6M 0.26%
26,048
+2,260
93
$4.57M 0.26%
9,387
-9,285
94
$4.55M 0.26%
83,486
+25,914
95
$4.47M 0.25%
147,372
+137,016
96
$4.31M 0.24%
102,500
-3,960
97
$4.26M 0.24%
55,141
+52,592
98
$4.25M 0.24%
72,564
-23,082
99
$4.09M 0.23%
79,868
+8,162
100
$4.08M 0.23%
104,601
+64,732
2 3
4
5 6