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
1601
$10K ﹤0.01%
1,000
-1,000
1602
$10K ﹤0.01%
200
1603
$10K ﹤0.01%
318
1604
$10K ﹤0.01%
+82
1605
$10K ﹤0.01%
+82
1606
$10K ﹤0.01%
+552
1607
$10K ﹤0.01%
334
1608
$10K ﹤0.01%
200
1609
$10K ﹤0.01%
175
1610
$10K ﹤0.01%
105
+31
1611
$10K ﹤0.01%
+39
1612
$10K ﹤0.01%
44
-24
1613
$10K ﹤0.01%
501
+201
1614
$10K ﹤0.01%
42
1615
$10K ﹤0.01%
+190
1616
$10K ﹤0.01%
+522
1617
$10K ﹤0.01%
205
1618
$10K ﹤0.01%
301
1619
$10K ﹤0.01%
273
-52
1620
$10K ﹤0.01%
+500
1621
$10K ﹤0.01%
352
1622
$10K ﹤0.01%
86
1623
$10K ﹤0.01%
205
-58
1624
$10K ﹤0.01%
+430
1625
$10K ﹤0.01%
+196
63 64
65
66 67