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
1676
$9K ﹤0.01%
249
+139
1677
$9K ﹤0.01%
2,264
+8
1678
$9K ﹤0.01%
+125
1679
$9K ﹤0.01%
1,650
+540
1680
$8K ﹤0.01%
118
-145
1681
$8K ﹤0.01%
95
-60
1682
$8K ﹤0.01%
+6
1683
$8K ﹤0.01%
189
1684
$8K ﹤0.01%
2,077
1685
$8K ﹤0.01%
+202
1686
$8K ﹤0.01%
103
-1
1687
$8K ﹤0.01%
206
1688
$8K ﹤0.01%
167
+50
1689
$8K ﹤0.01%
+363
1690
$8K ﹤0.01%
335
-397
1691
$8K ﹤0.01%
346
1692
$8K ﹤0.01%
285
-484
1693
$8K ﹤0.01%
379
+44
1694
$8K ﹤0.01%
157
-285
1695
$8K ﹤0.01%
328
-356
1696
$8K ﹤0.01%
+175
1697
$8K ﹤0.01%
159
+3
1698
$8K ﹤0.01%
1,110
1699
$8K ﹤0.01%
453
1700
$8K ﹤0.01%
+250
66 67
68
69 70