SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

Sector Composition

1 Technology 8.77%
2 Financials 5.14%
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%
295
+212
1577
$11K ﹤0.01%
231
-509
1578
$11K ﹤0.01%
913
1579
$11K ﹤0.01%
598
1580
$11K ﹤0.01%
560
1581
$11K ﹤0.01%
+105
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%
1,250
1588
$11K ﹤0.01%
111
+71
1589
$11K ﹤0.01%
253
+187
1590
$11K ﹤0.01%
+383
1591
$10K ﹤0.01%
+500
1592
$10K ﹤0.01%
125
1593
$10K ﹤0.01%
400
1594
$10K ﹤0.01%
+173
1595
$10K ﹤0.01%
104
-576
1596
$10K ﹤0.01%
1,512
-930
1597
$10K ﹤0.01%
809
-195
1598
$10K ﹤0.01%
119
-4,587
1599
$10K ﹤0.01%
1,000
-1,000
1600
$10K ﹤0.01%
200
62 63
64
65 66