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
1176
$32K ﹤0.01%
261
+1
1177
$31K ﹤0.01%
1,170
+640
1178
$31K ﹤0.01%
283
1179
$31K ﹤0.01%
220
-12
1180
$31K ﹤0.01%
5,154
-1,065
1181
$31K ﹤0.01%
61
1182
$31K ﹤0.01%
+1,624
1183
$31K ﹤0.01%
179
+9
1184
$31K ﹤0.01%
777
+509
1185
$31K ﹤0.01%
97
+17
1186
$31K ﹤0.01%
439
-328
1187
$31K ﹤0.01%
8,010
+498
1188
$31K ﹤0.01%
244
-1
1189
$30K ﹤0.01%
934
1190
$30K ﹤0.01%
+1,215
1191
$30K ﹤0.01%
474
+7
1192
$30K ﹤0.01%
1,039
+739
1193
$30K ﹤0.01%
235
+3
1194
$30K ﹤0.01%
618
-101
1195
$30K ﹤0.01%
523
-56
1196
$30K ﹤0.01%
3,010
+84
1197
$30K ﹤0.01%
88
+86
1198
$30K ﹤0.01%
1,779
+253
1199
$30K ﹤0.01%
627
1200
$30K ﹤0.01%
650
-28
46 47
48
49 50