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
1351
$21K ﹤0.01%
512
1352
$21K ﹤0.01%
267
+6
1353
$21K ﹤0.01%
597
-350
1354
$21K ﹤0.01%
1,839
1355
$21K ﹤0.01%
419
+309
1356
$21K ﹤0.01%
291
+25
1357
$21K ﹤0.01%
1,928
+1,828
1358
$21K ﹤0.01%
1,443
+1,282
1359
$20K ﹤0.01%
290
-39
1360
$20K ﹤0.01%
542
+42
1361
$20K ﹤0.01%
441
1362
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365
1363
$20K ﹤0.01%
40
-779
1364
$20K ﹤0.01%
364
+27
1365
$20K ﹤0.01%
262
-4,274
1366
$20K ﹤0.01%
+267
1367
$20K ﹤0.01%
1,775
-5,090
1368
$20K ﹤0.01%
2,000
1369
$20K ﹤0.01%
585
+85
1370
$20K ﹤0.01%
309
-29
1371
$20K ﹤0.01%
1,194
+7
1372
$20K ﹤0.01%
1,400
1373
$20K ﹤0.01%
401
+301
1374
$20K ﹤0.01%
1,956
+155
1375
$20K ﹤0.01%
121
-90
53 54
55
56 57