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
1526
$13K ﹤0.01%
875
1527
$13K ﹤0.01%
154
+2
1528
$13K ﹤0.01%
267
+1
1529
$13K ﹤0.01%
2,000
+265
1530
$13K ﹤0.01%
1,264
1531
$13K ﹤0.01%
60
1532
$13K ﹤0.01%
55
1533
$13K ﹤0.01%
440
1534
$13K ﹤0.01%
1,131
1535
$13K ﹤0.01%
+346
1536
$13K ﹤0.01%
+500
1537
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139
+5
1538
$12K ﹤0.01%
+454
1539
$12K ﹤0.01%
251
1540
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608
-50
1541
$12K ﹤0.01%
+331
1542
$12K ﹤0.01%
+441
1543
$12K ﹤0.01%
411
+2
1544
$12K ﹤0.01%
250
1545
$12K ﹤0.01%
1,097
+123
1546
$12K ﹤0.01%
200
1547
$12K ﹤0.01%
296
+4
1548
$12K ﹤0.01%
930
-25
1549
$12K ﹤0.01%
191
-66
1550
$12K ﹤0.01%
107
60 61
62
63 64