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
1626
$10K ﹤0.01%
410
-1,857
1627
$10K ﹤0.01%
104
+4
1628
$10K ﹤0.01%
687
+14
1629
$10K ﹤0.01%
500
1630
$10K ﹤0.01%
630
1631
$10K ﹤0.01%
+282
1632
$10K ﹤0.01%
200
1633
$10K ﹤0.01%
89
-300
1634
$10K ﹤0.01%
+161
1635
$10K ﹤0.01%
109
-35
1636
$10K ﹤0.01%
+345
1637
$10K ﹤0.01%
3,680
-15,229
1638
$10K ﹤0.01%
487
-44,040
1639
$9K ﹤0.01%
1,190
-952
1640
$9K ﹤0.01%
150
1641
$9K ﹤0.01%
+600
1642
$9K ﹤0.01%
142
1643
$9K ﹤0.01%
55
-12
1644
$9K ﹤0.01%
+209
1645
$9K ﹤0.01%
93
1646
$9K ﹤0.01%
626
-316
1647
$9K ﹤0.01%
1,498
-1,855
1648
$9K ﹤0.01%
566
1649
$9K ﹤0.01%
+156
1650
$9K ﹤0.01%
100
64 65
66
67 68