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
1476
$15K ﹤0.01%
333
+48
1477
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185
+2
1478
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596
-10
1479
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2,051
+1
1480
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145
-81
1481
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125
+15
1482
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257
-6
1483
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347
+5
1484
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1,435
1485
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+602
1486
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440
-704
1487
$15K ﹤0.01%
1,457
1488
$15K ﹤0.01%
1,017
+17
1489
$14K ﹤0.01%
1,613
+415
1490
$14K ﹤0.01%
243
+50
1491
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192
-427
1492
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247
+18
1493
$14K ﹤0.01%
204
-14
1494
$14K ﹤0.01%
115
+110
1495
$14K ﹤0.01%
501
1496
$14K ﹤0.01%
285
+143
1497
$14K ﹤0.01%
192
+5
1498
$14K ﹤0.01%
311
-503
1499
$14K ﹤0.01%
260
1500
$14K ﹤0.01%
155
+1
58 59
60
61 62