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
1151
$33K ﹤0.01%
3,276
-2,900
1152
$33K ﹤0.01%
1,000
1153
$33K ﹤0.01%
+1,425
1154
$33K ﹤0.01%
1,008
1155
$33K ﹤0.01%
1,581
1156
$33K ﹤0.01%
808
-204
1157
$33K ﹤0.01%
2,365
1158
$33K ﹤0.01%
327
1159
$33K ﹤0.01%
+1,400
1160
$33K ﹤0.01%
+1,350
1161
$32K ﹤0.01%
6,595
1162
$32K ﹤0.01%
300
1163
$32K ﹤0.01%
671
-700
1164
$32K ﹤0.01%
2,877
1165
$32K ﹤0.01%
650
-7
1166
$32K ﹤0.01%
1,900
1167
$32K ﹤0.01%
806
+132
1168
$32K ﹤0.01%
300
1169
$32K ﹤0.01%
+674
1170
$32K ﹤0.01%
470
1171
$32K ﹤0.01%
1,086
+13
1172
$32K ﹤0.01%
398
1173
$32K ﹤0.01%
349
+71
1174
$32K ﹤0.01%
2,280
-1,700
1175
$32K ﹤0.01%
650
+25
45 46
47
48 49