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
101
$4.04M 0.23%
44,852
+4,998
102
$4.02M 0.23%
122,134
-2,220
103
$3.87M 0.22%
25,511
-2,240
104
$3.82M 0.21%
141,435
-6,107
105
$3.79M 0.21%
30,735
-170
106
$3.75M 0.21%
23,213
+4,682
107
$3.73M 0.21%
27,603
+1,671
108
$3.67M 0.21%
47,945
-7,727
109
$3.63M 0.2%
10,942
+1,448
110
$3.61M 0.2%
1,465
-801
111
$3.61M 0.2%
143,424
+39,789
112
$3.53M 0.2%
50,365
-810
113
$3.44M 0.19%
151,332
-107,355
114
$3.43M 0.19%
16,102
+149
115
$3.42M 0.19%
123,350
-17,950
116
$3.35M 0.19%
17,539
+6,332
117
$3.34M 0.19%
27,764
-300
118
$3.33M 0.19%
38,267
-1,391
119
$3.28M 0.18%
23,232
+2,550
120
$3.23M 0.18%
19,053
-2,519
121
$3.19M 0.18%
37,676
-14,410
122
$3.14M 0.18%
21,410
-25,302
123
$3.11M 0.17%
9,529
+8,686
124
$3.09M 0.17%
41,041
+912
125
$3.04M 0.17%
20,050
+336
3 4
5
6 7