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
1251
$27K ﹤0.01%
385
+93
1252
$27K ﹤0.01%
312
-512
1253
$26K ﹤0.01%
1,601
1254
$26K ﹤0.01%
379
1255
$26K ﹤0.01%
1,321
1256
$26K ﹤0.01%
1,139
-400
1257
$26K ﹤0.01%
1,365
1258
$26K ﹤0.01%
1,344
+170
1259
$26K ﹤0.01%
1,596
+431
1260
$26K ﹤0.01%
1,450
1261
$26K ﹤0.01%
1,448
-291
1262
$26K ﹤0.01%
535
+515
1263
$26K ﹤0.01%
342
1264
$26K ﹤0.01%
2,809
-2,058
1265
$26K ﹤0.01%
654
-1,090
1266
$26K ﹤0.01%
232
+2
1267
$26K ﹤0.01%
623
1268
$25K ﹤0.01%
623
+505
1269
$25K ﹤0.01%
+825
1270
$25K ﹤0.01%
180
+2
1271
$25K ﹤0.01%
298
1272
$25K ﹤0.01%
419
+1
1273
$25K ﹤0.01%
827
+500
1274
$25K ﹤0.01%
180
1275
$25K ﹤0.01%
100
49 50
51
52 53