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
1051
$41K ﹤0.01%
252
+47
1052
$41K ﹤0.01%
1,260
1053
$41K ﹤0.01%
439
-48
1054
$41K ﹤0.01%
543
+66
1055
$41K ﹤0.01%
430
1056
$41K ﹤0.01%
2,943
-57
1057
$41K ﹤0.01%
800
-500
1058
$41K ﹤0.01%
800
-1,200
1059
$41K ﹤0.01%
137
+90
1060
$40K ﹤0.01%
443
1061
$40K ﹤0.01%
1,041
+414
1062
$40K ﹤0.01%
1,004
+149
1063
$40K ﹤0.01%
645
1064
$40K ﹤0.01%
686
1065
$40K ﹤0.01%
1,801
1066
$40K ﹤0.01%
750
+125
1067
$40K ﹤0.01%
787
+25
1068
$40K ﹤0.01%
1,247
-157
1069
$40K ﹤0.01%
+2,000
1070
$40K ﹤0.01%
814
+141
1071
$40K ﹤0.01%
3,200
1072
$40K ﹤0.01%
3,489
+75
1073
$40K ﹤0.01%
1,855
1074
$39K ﹤0.01%
962
1075
$39K ﹤0.01%
317
+10
41 42
43
44 45