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
1376
$20K ﹤0.01%
738
-36
1377
$20K ﹤0.01%
419
+70
1378
$20K ﹤0.01%
386
+186
1379
$19K ﹤0.01%
750
1380
$19K ﹤0.01%
1,700
1381
$19K ﹤0.01%
+2,847
1382
$19K ﹤0.01%
241
1383
$19K ﹤0.01%
2,106
+8
1384
$19K ﹤0.01%
623
1385
$19K ﹤0.01%
318
-34
1386
$19K ﹤0.01%
824
+203
1387
$19K ﹤0.01%
816
-34
1388
$19K ﹤0.01%
225
-5
1389
$19K ﹤0.01%
106
+1
1390
$19K ﹤0.01%
131
-107
1391
$19K ﹤0.01%
3,000
1392
$19K ﹤0.01%
790
-103
1393
$19K ﹤0.01%
239
+210
1394
$19K ﹤0.01%
2,240
+41
1395
$19K ﹤0.01%
1,000
-400
1396
$19K ﹤0.01%
300
1397
$19K ﹤0.01%
300
1398
$19K ﹤0.01%
270
1399
$18K ﹤0.01%
2,000
1400
$18K ﹤0.01%
319
+260
54 55
56
57 58