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
1226
$28K ﹤0.01%
2,565
+611
1227
$28K ﹤0.01%
675
+100
1228
$28K ﹤0.01%
97
-276
1229
$28K ﹤0.01%
678
-10
1230
$28K ﹤0.01%
4,327
1231
$28K ﹤0.01%
4,160
-100
1232
$28K ﹤0.01%
92
-666
1233
$28K ﹤0.01%
4,331
+75
1234
$28K ﹤0.01%
378
1235
$28K ﹤0.01%
1,200
1236
$28K ﹤0.01%
860
1237
$27K ﹤0.01%
597
-193
1238
$27K ﹤0.01%
3,293
+919
1239
$27K ﹤0.01%
830
+6
1240
$27K ﹤0.01%
500
1241
$27K ﹤0.01%
48
+33
1242
$27K ﹤0.01%
4,956
+67
1243
$27K ﹤0.01%
1,159
+309
1244
$27K ﹤0.01%
2,317
+432
1245
$27K ﹤0.01%
2,000
1246
$27K ﹤0.01%
424
1247
$27K ﹤0.01%
421
+333
1248
$27K ﹤0.01%
567
1249
$27K ﹤0.01%
1,118
+8
1250
$27K ﹤0.01%
646
+160
48 49
50
51 52