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
1501
$14K ﹤0.01%
1,051
+991
1502
$14K ﹤0.01%
175
+2
1503
$14K ﹤0.01%
299
-12
1504
$14K ﹤0.01%
336
+11
1505
$14K ﹤0.01%
163
+15
1506
$14K ﹤0.01%
294
1507
$14K ﹤0.01%
254
1508
$14K ﹤0.01%
+1,028
1509
$14K ﹤0.01%
1,450
+900
1510
$13K ﹤0.01%
385
1511
$13K ﹤0.01%
388
1512
$13K ﹤0.01%
1,135
1513
$13K ﹤0.01%
158
+17
1514
$13K ﹤0.01%
126
+26
1515
$13K ﹤0.01%
128
1516
$13K ﹤0.01%
85
1517
$13K ﹤0.01%
423
+23
1518
$13K ﹤0.01%
172
-185
1519
$13K ﹤0.01%
198
+18
1520
$13K ﹤0.01%
1,492
1521
$13K ﹤0.01%
38
-25
1522
$13K ﹤0.01%
65
+29
1523
$13K ﹤0.01%
129
-160
1524
$13K ﹤0.01%
227
+6
1525
$13K ﹤0.01%
80
59 60
61
62 63