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
126
$2.99M 0.17%
62,474
-7,593
127
$2.98M 0.17%
36,086
-162
128
$2.91M 0.16%
15,265
+1,446
129
$2.86M 0.16%
27,397
-2,385
130
$2.81M 0.16%
+111,882
131
$2.77M 0.16%
11,753
+947
132
$2.75M 0.15%
40,732
+2,447
133
$2.67M 0.15%
15,314
+3,936
134
$2.56M 0.14%
16,132
+13,902
135
$2.54M 0.14%
19,645
+1,340
136
$2.5M 0.14%
50,616
-1,946
137
$2.44M 0.14%
29,139
-359
138
$2.44M 0.14%
28,773
+10,644
139
$2.43M 0.14%
109,230
+3,476
140
$2.36M 0.13%
50,809
+3,773
141
$2.34M 0.13%
12,956
+2,768
142
$2.3M 0.13%
19,640
+931
143
$2.3M 0.13%
32,938
+8,396
144
$2.27M 0.13%
74,792
+5,430
145
$2.23M 0.13%
35,105
-81,607
146
$2.2M 0.12%
82,946
+11,630
147
$2.19M 0.12%
71,109
-1,720
148
$2.17M 0.12%
14,247
+3,829
149
$2.13M 0.12%
64,387
+14,024
150
$2.13M 0.12%
8,869
-287
4 5
6
7 8