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
1701
$8K ﹤0.01%
689
+11
1702
$8K ﹤0.01%
421
1703
$8K ﹤0.01%
112
+26
1704
$8K ﹤0.01%
+128
1705
$8K ﹤0.01%
617
1706
$8K ﹤0.01%
+224
1707
$8K ﹤0.01%
185
-3,634
1708
$8K ﹤0.01%
76
-518
1709
$8K ﹤0.01%
375
-435
1710
$8K ﹤0.01%
313
+63
1711
$8K ﹤0.01%
118
-145
1712
$8K ﹤0.01%
95
-60
1713
$8K ﹤0.01%
+6
1714
$8K ﹤0.01%
+249
1715
$8K ﹤0.01%
101
+50
1716
$8K ﹤0.01%
2,000
1717
$8K ﹤0.01%
214
+114
1718
$8K ﹤0.01%
400
1719
$7K ﹤0.01%
64
1720
$7K ﹤0.01%
675
-212
1721
$7K ﹤0.01%
+94
1722
$7K ﹤0.01%
+124
1723
$7K ﹤0.01%
+96
1724
$7K ﹤0.01%
152
+106
1725
$7K ﹤0.01%
+309
67 68
69
70 71