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
1426
$17K ﹤0.01%
+900
1427
$17K ﹤0.01%
315
-5
1428
$17K ﹤0.01%
1,234
-766
1429
$17K ﹤0.01%
1,783
+2
1430
$17K ﹤0.01%
539
-8
1431
$17K ﹤0.01%
433
1432
$17K ﹤0.01%
114
-1
1433
$17K ﹤0.01%
1,562
1434
$17K ﹤0.01%
480
+430
1435
$17K ﹤0.01%
200
1436
$17K ﹤0.01%
+486
1437
$17K ﹤0.01%
195
1438
$17K ﹤0.01%
942
+84
1439
$17K ﹤0.01%
300
1440
$17K ﹤0.01%
1,047
+311
1441
$17K ﹤0.01%
656
-7,976
1442
$17K ﹤0.01%
1,275
+75
1443
$17K ﹤0.01%
364
1444
$17K ﹤0.01%
+1,261
1445
$17K ﹤0.01%
426
1446
$17K ﹤0.01%
70
+60
1447
$17K ﹤0.01%
651
1448
$17K ﹤0.01%
581
1449
$16K ﹤0.01%
430
-690
1450
$16K ﹤0.01%
283
-525
56 57
58
59 60