SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

Sector Composition

1 Technology 8.77%
2 Financials 5.14%
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%
1,839
1352
$21K ﹤0.01%
597
-350
1353
$21K ﹤0.01%
267
+6
1354
$21K ﹤0.01%
512
1355
$21K ﹤0.01%
695
-854
1356
$21K ﹤0.01%
247
+210
1357
$21K ﹤0.01%
+318
1358
$21K ﹤0.01%
622
-83
1359
$20K ﹤0.01%
386
+186
1360
$20K ﹤0.01%
419
+70
1361
$20K ﹤0.01%
738
-36
1362
$20K ﹤0.01%
121
-90
1363
$20K ﹤0.01%
1,956
+155
1364
$20K ﹤0.01%
401
+301
1365
$20K ﹤0.01%
1,400
1366
$20K ﹤0.01%
1,194
+7
1367
$20K ﹤0.01%
309
-29
1368
$20K ﹤0.01%
585
+85
1369
$20K ﹤0.01%
2,000
1370
$20K ﹤0.01%
1,775
-5,090
1371
$20K ﹤0.01%
+267
1372
$20K ﹤0.01%
262
-4,274
1373
$20K ﹤0.01%
364
+27
1374
$20K ﹤0.01%
40
-779
1375
$20K ﹤0.01%
365
53 54
55
56 57