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
1076
$39K ﹤0.01%
+236
1077
$39K ﹤0.01%
489
+158
1078
$39K ﹤0.01%
1,042
-135
1079
$39K ﹤0.01%
555
-886
1080
$39K ﹤0.01%
457
1081
$39K ﹤0.01%
820
+218
1082
$39K ﹤0.01%
351
1083
$38K ﹤0.01%
178
+46
1084
$38K ﹤0.01%
1,255
1085
$38K ﹤0.01%
924
+113
1086
$38K ﹤0.01%
1,153
+264
1087
$38K ﹤0.01%
816
-325
1088
$38K ﹤0.01%
664
1089
$38K ﹤0.01%
1,375
1090
$38K ﹤0.01%
+946
1091
$38K ﹤0.01%
662
-10
1092
$38K ﹤0.01%
+1,253
1093
$38K ﹤0.01%
2,000
+550
1094
$37K ﹤0.01%
362
+27
1095
$37K ﹤0.01%
706
+6
1096
$37K ﹤0.01%
811
1097
$37K ﹤0.01%
1,513
1098
$37K ﹤0.01%
608
1099
$37K ﹤0.01%
7,979
-3,264
1100
$37K ﹤0.01%
3,516
-992
42 43
44
45 46