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
1001
$49K ﹤0.01%
1,258
+43
1002
$48K ﹤0.01%
4,026
+19
1003
$48K ﹤0.01%
1,712
+1,550
1004
$48K ﹤0.01%
5,281
+965
1005
$48K ﹤0.01%
611
+5
1006
$48K ﹤0.01%
2,100
1007
$47K ﹤0.01%
705
-50
1008
$47K ﹤0.01%
894
1009
$47K ﹤0.01%
981
+642
1010
$47K ﹤0.01%
4,810
+3,000
1011
$47K ﹤0.01%
181
-3
1012
$47K ﹤0.01%
1,496
-400
1013
$47K ﹤0.01%
627
+569
1014
$47K ﹤0.01%
985
1015
$46K ﹤0.01%
4,412
+1,297
1016
$46K ﹤0.01%
653
-28
1017
$46K ﹤0.01%
1,525
1018
$46K ﹤0.01%
2,152
1019
$46K ﹤0.01%
800
1020
$46K ﹤0.01%
1,318
+693
1021
$45K ﹤0.01%
3,105
-110
1022
$45K ﹤0.01%
2,121
+20
1023
$45K ﹤0.01%
854
1024
$45K ﹤0.01%
133
-12
1025
$45K ﹤0.01%
2,475
39 40
41
42 43