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
1026
$44K ﹤0.01%
246
+122
1027
$44K ﹤0.01%
916
1028
$44K ﹤0.01%
790
1029
$44K ﹤0.01%
10,000
-1,000
1030
$44K ﹤0.01%
310
+14
1031
$44K ﹤0.01%
385
1032
$44K ﹤0.01%
3,905
+44
1033
$44K ﹤0.01%
5,452
+5,000
1034
$43K ﹤0.01%
605
1035
$43K ﹤0.01%
447
1036
$43K ﹤0.01%
1,100
+100
1037
$43K ﹤0.01%
2,706
+54
1038
$43K ﹤0.01%
810
-135
1039
$43K ﹤0.01%
656
+45
1040
$43K ﹤0.01%
204
+6
1041
$43K ﹤0.01%
4,972
-1,984
1042
$42K ﹤0.01%
2,780
-3,146
1043
$42K ﹤0.01%
1,464
+21
1044
$42K ﹤0.01%
1,909
-122
1045
$42K ﹤0.01%
330
+4
1046
$42K ﹤0.01%
1,650
1047
$42K ﹤0.01%
3,000
-3,300
1048
$42K ﹤0.01%
3,470
-447
1049
$41K ﹤0.01%
2,238
+167
1050
$41K ﹤0.01%
3,500
40 41
42
43 44