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
1276
$25K ﹤0.01%
296
1277
$25K ﹤0.01%
279
-73
1278
$25K ﹤0.01%
378
+2
1279
$25K ﹤0.01%
709
+309
1280
$25K ﹤0.01%
200
1281
$25K ﹤0.01%
1,760
+1,690
1282
$25K ﹤0.01%
3,552
+105
1283
$25K ﹤0.01%
2,896
-841
1284
$25K ﹤0.01%
554
+32
1285
$25K ﹤0.01%
252
-473
1286
$25K ﹤0.01%
8,000
+13
1287
$25K ﹤0.01%
109
-39
1288
$24K ﹤0.01%
+2,192
1289
$24K ﹤0.01%
2,556
+755
1290
$24K ﹤0.01%
412
-1,591
1291
$24K ﹤0.01%
+344
1292
$24K ﹤0.01%
863
-1,730
1293
$24K ﹤0.01%
2,645
1294
$24K ﹤0.01%
+250
1295
$24K ﹤0.01%
212
+20
1296
$24K ﹤0.01%
898
+96
1297
$24K ﹤0.01%
155
-3,842
1298
$24K ﹤0.01%
569
+22
1299
$24K ﹤0.01%
348
+48
1300
$24K ﹤0.01%
169
50 51
52
53 54