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
1201
$30K ﹤0.01%
918
-69
1202
$30K ﹤0.01%
291
-104
1203
$30K ﹤0.01%
2,979
+16
1204
$30K ﹤0.01%
+5,047
1205
$30K ﹤0.01%
3,462
+226
1206
$30K ﹤0.01%
8
1207
$30K ﹤0.01%
135
+101
1208
$30K ﹤0.01%
867
+110
1209
$30K ﹤0.01%
5,870
1210
$30K ﹤0.01%
448
-28
1211
$29K ﹤0.01%
630
+500
1212
$29K ﹤0.01%
7,452
+1,234
1213
$29K ﹤0.01%
600
1214
$29K ﹤0.01%
1,504
+104
1215
$29K ﹤0.01%
2,500
+1,000
1216
$29K ﹤0.01%
825
1217
$29K ﹤0.01%
+88
1218
$29K ﹤0.01%
203
-14
1219
$29K ﹤0.01%
555
1220
$29K ﹤0.01%
+209
1221
$29K ﹤0.01%
+297
1222
$29K ﹤0.01%
224
+12
1223
$29K ﹤0.01%
1,120
1224
$28K ﹤0.01%
+272
1225
$28K ﹤0.01%
1,338
47 48
49
50 51