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
1626
$10K ﹤0.01%
687
+14
1627
$10K ﹤0.01%
500
1628
$10K ﹤0.01%
630
1629
$10K ﹤0.01%
+282
1630
$10K ﹤0.01%
200
1631
$10K ﹤0.01%
89
-300
1632
$10K ﹤0.01%
+161
1633
$10K ﹤0.01%
109
-35
1634
$10K ﹤0.01%
+345
1635
$10K ﹤0.01%
3,680
-15,229
1636
$10K ﹤0.01%
487
-44,040
1637
$10K ﹤0.01%
500
1638
$10K ﹤0.01%
1,000
1639
$9K ﹤0.01%
93
1640
$9K ﹤0.01%
626
-316
1641
$9K ﹤0.01%
1,498
-1,855
1642
$9K ﹤0.01%
566
1643
$9K ﹤0.01%
+156
1644
$9K ﹤0.01%
100
1645
$9K ﹤0.01%
1,812
1646
$9K ﹤0.01%
112
1647
$9K ﹤0.01%
363
+3
1648
$9K ﹤0.01%
+225
1649
$9K ﹤0.01%
6,250
-11,500
1650
$9K ﹤0.01%
215
64 65
66
67 68