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
1651
$9K ﹤0.01%
1,812
1652
$9K ﹤0.01%
112
1653
$9K ﹤0.01%
363
+3
1654
$9K ﹤0.01%
+225
1655
$9K ﹤0.01%
6,250
-11,500
1656
$9K ﹤0.01%
215
1657
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200
1658
$9K ﹤0.01%
2,000
1659
$9K ﹤0.01%
109
1660
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+76
1661
$9K ﹤0.01%
126
1662
$9K ﹤0.01%
4,083
-91
1663
$9K ﹤0.01%
108
1664
$9K ﹤0.01%
172
1665
$9K ﹤0.01%
113
1666
$9K ﹤0.01%
+1,004
1667
$9K ﹤0.01%
+250
1668
$9K ﹤0.01%
69
+14
1669
$9K ﹤0.01%
121
+1
1670
$9K ﹤0.01%
154
+5
1671
$9K ﹤0.01%
62
+2
1672
$9K ﹤0.01%
244
+192
1673
$9K ﹤0.01%
46
1674
$9K ﹤0.01%
3,182
1675
$9K ﹤0.01%
+104