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
1301
$24K ﹤0.01%
968
1302
$24K ﹤0.01%
439
1303
$24K ﹤0.01%
1,407
+1,207
1304
$24K ﹤0.01%
+2,000
1305
$24K ﹤0.01%
365
1306
$24K ﹤0.01%
14,172
-5,650
1307
$23K ﹤0.01%
2,922
+864
1308
$23K ﹤0.01%
1,245
+660
1309
$23K ﹤0.01%
347
-42
1310
$23K ﹤0.01%
1,085
1311
$23K ﹤0.01%
408
1312
$23K ﹤0.01%
+6,623
1313
$23K ﹤0.01%
+725
1314
$23K ﹤0.01%
559
+1
1315
$23K ﹤0.01%
542
-260
1316
$23K ﹤0.01%
1,192
1317
$23K ﹤0.01%
+1,640
1318
$23K ﹤0.01%
+2,000
1319
$23K ﹤0.01%
1,387
+387
1320
$23K ﹤0.01%
1,842
1321
$23K ﹤0.01%
213
-10
1322
$23K ﹤0.01%
147
+26
1323
$23K ﹤0.01%
470
+34
1324
$23K ﹤0.01%
+625
1325
$23K ﹤0.01%
142
51 52
53
54 55