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
151
$2.11M 0.12%
14,448
+3,840
152
$2.1M 0.12%
95,171
-6,375
153
$2.08M 0.12%
37,210
-12,550
154
$2.05M 0.12%
14,540
+1,730
155
$2.03M 0.11%
28,933
+4,750
156
$2.03M 0.11%
16,225
+699
157
$2.02M 0.11%
20,351
+2,658
158
$2.01M 0.11%
27,056
+724
159
$2M 0.11%
21,526
+11,702
160
$1.95M 0.11%
61,976
+2,716
161
$1.92M 0.11%
38,226
+1,830
162
$1.91M 0.11%
19,402
+4,743
163
$1.87M 0.11%
36,991
+29,216
164
$1.83M 0.1%
65,510
-5,623
165
$1.75M 0.1%
+81,390
166
$1.74M 0.1%
20,239
-2,008
167
$1.72M 0.1%
69,890
+96
168
$1.71M 0.1%
21,778
-16,886
169
$1.69M 0.1%
14,301
+1,725
170
$1.68M 0.09%
42,688
+7,065
171
$1.67M 0.09%
16,746
+4,818
172
$1.66M 0.09%
16,429
+1,745
173
$1.65M 0.09%
24,194
+4,373
174
$1.65M 0.09%
43,441
-159
175
$1.64M 0.09%
91,513
+15,495
5 6
7
8 9