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
1451
$16K ﹤0.01%
2,550
+930
1452
$16K ﹤0.01%
+669
1453
$16K ﹤0.01%
414
+100
1454
$16K ﹤0.01%
7,040
+1,647
1455
$16K ﹤0.01%
106
-44
1456
$16K ﹤0.01%
775
1457
$16K ﹤0.01%
250
1458
$16K ﹤0.01%
508
+8
1459
$16K ﹤0.01%
1,644
-130
1460
$16K ﹤0.01%
650
+400
1461
$16K ﹤0.01%
565
+505
1462
$16K ﹤0.01%
1,284
+1,066
1463
$16K ﹤0.01%
150
+100
1464
$16K ﹤0.01%
313
+206
1465
$16K ﹤0.01%
205
+3
1466
$16K ﹤0.01%
129
1467
$16K ﹤0.01%
+190
1468
$16K ﹤0.01%
298
+1
1469
$16K ﹤0.01%
339
1470
$16K ﹤0.01%
+740
1471
$16K ﹤0.01%
+767
1472
$15K ﹤0.01%
400
+320
1473
$15K ﹤0.01%
+1,250
1474
$15K ﹤0.01%
373
1475
$15K ﹤0.01%
265
57 58
59
60 61