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
1551
$12K ﹤0.01%
+367
1552
$12K ﹤0.01%
141
+1
1553
$12K ﹤0.01%
+500
1554
$12K ﹤0.01%
500
-400
1555
$12K ﹤0.01%
+243
1556
$12K ﹤0.01%
497
+88
1557
$12K ﹤0.01%
3,830
1558
$12K ﹤0.01%
+3,000
1559
$12K ﹤0.01%
+650
1560
$12K ﹤0.01%
200
1561
$11K ﹤0.01%
598
1562
$11K ﹤0.01%
560
1563
$11K ﹤0.01%
+105
1564
$11K ﹤0.01%
375
+120
1565
$11K ﹤0.01%
266
-77
1566
$11K ﹤0.01%
2,500
-12,000
1567
$11K ﹤0.01%
26
+18
1568
$11K ﹤0.01%
500
1569
$11K ﹤0.01%
210
+60
1570
$11K ﹤0.01%
331
1571
$11K ﹤0.01%
1,796
-663
1572
$11K ﹤0.01%
1,000
1573
$11K ﹤0.01%
163
1574
$11K ﹤0.01%
4,205
+65
1575
$11K ﹤0.01%
244
61 62
63
64 65