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
976
$53K ﹤0.01%
+778
977
$52K ﹤0.01%
1,480
978
$52K ﹤0.01%
2,304
+146
979
$52K ﹤0.01%
731
980
$52K ﹤0.01%
997
+1
981
$52K ﹤0.01%
20,500
+13,000
982
$52K ﹤0.01%
+896
983
$51K ﹤0.01%
800
984
$51K ﹤0.01%
4,200
985
$51K ﹤0.01%
5,303
+5,001
986
$51K ﹤0.01%
992
+20
987
$51K ﹤0.01%
2,555
+19
988
$51K ﹤0.01%
577
+15
989
$51K ﹤0.01%
428
990
$50K ﹤0.01%
610
+31
991
$50K ﹤0.01%
212
-18,142
992
$50K ﹤0.01%
491
+61
993
$50K ﹤0.01%
650
+79
994
$49K ﹤0.01%
2,138
+179
995
$49K ﹤0.01%
+1,216
996
$49K ﹤0.01%
1,986
-88
997
$49K ﹤0.01%
4,651
+647
998
$49K ﹤0.01%
758
999
$49K ﹤0.01%
826
-202
1000
$49K ﹤0.01%
1,676
+10
38 39
40
41 42