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
1126
$34K ﹤0.01%
1,717
1127
$34K ﹤0.01%
360
1128
$34K ﹤0.01%
230
-289
1129
$34K ﹤0.01%
1,323
+12
1130
$34K ﹤0.01%
3,155
+494
1131
$34K ﹤0.01%
1,100
1132
$34K ﹤0.01%
602
1133
$34K ﹤0.01%
706
+4
1134
$34K ﹤0.01%
1,189
-18
1135
$34K ﹤0.01%
+1,200
1136
$34K ﹤0.01%
2,115
+129
1137
$34K ﹤0.01%
576
1138
$34K ﹤0.01%
167
+48
1139
$34K ﹤0.01%
980
+77
1140
$34K ﹤0.01%
464
1141
$34K ﹤0.01%
666
1142
$34K ﹤0.01%
121
-137
1143
$34K ﹤0.01%
536
-25
1144
$34K ﹤0.01%
1,481
1145
$34K ﹤0.01%
1,219
+520
1146
$34K ﹤0.01%
235
+90
1147
$33K ﹤0.01%
743
-54
1148
$33K ﹤0.01%
557
-60
1149
$33K ﹤0.01%
850
1150
$33K ﹤0.01%
513
44 45
46
47 48