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
1576
$11K ﹤0.01%
378
+3
1577
$11K ﹤0.01%
+1,770
1578
$11K ﹤0.01%
635
1579
$11K ﹤0.01%
295
+212
1580
$11K ﹤0.01%
231
-509
1581
$11K ﹤0.01%
913
1582
$11K ﹤0.01%
1,000
-645
1583
$11K ﹤0.01%
374
-349
1584
$11K ﹤0.01%
173
1585
$11K ﹤0.01%
2,800
1586
$11K ﹤0.01%
605
1587
$11K ﹤0.01%
253
+187
1588
$11K ﹤0.01%
+383
1589
$11K ﹤0.01%
1,250
1590
$11K ﹤0.01%
111
+71
1591
$10K ﹤0.01%
500
1592
$10K ﹤0.01%
1,000
1593
$10K ﹤0.01%
+500
1594
$10K ﹤0.01%
125
1595
$10K ﹤0.01%
400
1596
$10K ﹤0.01%
+173
1597
$10K ﹤0.01%
104
-576
1598
$10K ﹤0.01%
1,512
-930
1599
$10K ﹤0.01%
809
-195
1600
$10K ﹤0.01%
119
-4,587
62 63
64
65 66