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
1601
$10K ﹤0.01%
318
1602
$10K ﹤0.01%
+82
1603
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+82
1604
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+552
1605
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334
1606
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200
1607
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175
1608
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105
+31
1609
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+39
1610
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44
-24
1611
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501
+201
1612
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42
1613
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+190
1614
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+522
1615
$10K ﹤0.01%
205
1616
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301
1617
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273
-52
1618
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+500
1619
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352
1620
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86
1621
$10K ﹤0.01%
205
-58
1622
$10K ﹤0.01%
+430
1623
$10K ﹤0.01%
+196
1624
$10K ﹤0.01%
410
-1,857
1625
$10K ﹤0.01%
104
+4
63 64
65
66 67