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
1326
$22K ﹤0.01%
1,595
+15
1327
$22K ﹤0.01%
640
1328
$22K ﹤0.01%
768
+80
1329
$22K ﹤0.01%
689
1330
$22K ﹤0.01%
4,265
+79
1331
$22K ﹤0.01%
+1,000
1332
$22K ﹤0.01%
277
1333
$22K ﹤0.01%
637
+500
1334
$22K ﹤0.01%
1,025
+765
1335
$22K ﹤0.01%
2,007
1336
$22K ﹤0.01%
593
-66
1337
$22K ﹤0.01%
3,446
+2,858
1338
$22K ﹤0.01%
252
1339
$22K ﹤0.01%
96
+2
1340
$22K ﹤0.01%
+250
1341
$22K ﹤0.01%
200
-345
1342
$21K ﹤0.01%
912
+652
1343
$21K ﹤0.01%
600
-104
1344
$21K ﹤0.01%
439
1345
$21K ﹤0.01%
997
-213
1346
$21K ﹤0.01%
209
+102
1347
$21K ﹤0.01%
622
-83
1348
$21K ﹤0.01%
+318
1349
$21K ﹤0.01%
247
+210
1350
$21K ﹤0.01%
695
-854
52 53
54
55 56