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
1101
$37K ﹤0.01%
634
1102
$36K ﹤0.01%
320
+20
1103
$36K ﹤0.01%
1,025
+4
1104
$36K ﹤0.01%
1,164
1105
$36K ﹤0.01%
604
+8
1106
$36K ﹤0.01%
1,068
1107
$36K ﹤0.01%
798
+753
1108
$36K ﹤0.01%
1,593
+23
1109
$36K ﹤0.01%
605
+104
1110
$36K ﹤0.01%
2,000
1111
$36K ﹤0.01%
+2,000
1112
$36K ﹤0.01%
449
+96
1113
$36K ﹤0.01%
1,250
1114
$35K ﹤0.01%
1,570
1115
$35K ﹤0.01%
145
+20
1116
$35K ﹤0.01%
4,150
1117
$35K ﹤0.01%
330
-6
1118
$35K ﹤0.01%
2,000
1119
$35K ﹤0.01%
254
1120
$35K ﹤0.01%
4,667
-752
1121
$35K ﹤0.01%
4,813
+138
1122
$35K ﹤0.01%
1,310
1123
$35K ﹤0.01%
485
-100
1124
$35K ﹤0.01%
2,190
+194
1125
$35K ﹤0.01%
+1,200
43 44
45
46 47