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
1401
$18K ﹤0.01%
+100
1402
$18K ﹤0.01%
538
+2
1403
$18K ﹤0.01%
242
+25
1404
$18K ﹤0.01%
197
1405
$18K ﹤0.01%
844
-12
1406
$18K ﹤0.01%
3,359
-430
1407
$18K ﹤0.01%
526
+103
1408
$18K ﹤0.01%
276
-9,693
1409
$18K ﹤0.01%
1,112
-1,199
1410
$18K ﹤0.01%
266
1411
$18K ﹤0.01%
450
1412
$18K ﹤0.01%
235
-32
1413
$18K ﹤0.01%
215
1414
$18K ﹤0.01%
+460
1415
$18K ﹤0.01%
263
+4
1416
$18K ﹤0.01%
100
1417
$18K ﹤0.01%
1,000
-1,100
1418
$18K ﹤0.01%
2,571
+564
1419
$18K ﹤0.01%
309
+58
1420
$18K ﹤0.01%
709
-1,767
1421
$18K ﹤0.01%
563
+38
1422
$18K ﹤0.01%
758
-1,940
1423
$18K ﹤0.01%
578
+242
1424
$17K ﹤0.01%
452
-50
1425
$17K ﹤0.01%
500
55 56
57
58 59