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
1726
$7K ﹤0.01%
247
-2,168
1727
$7K ﹤0.01%
84
-485
1728
$7K ﹤0.01%
+46
1729
$7K ﹤0.01%
500
-300
1730
$7K ﹤0.01%
+1,300
1731
$7K ﹤0.01%
109
1732
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64
1733
$7K ﹤0.01%
675
-212
1734
$7K ﹤0.01%
+94
1735
$7K ﹤0.01%
+124
1736
$7K ﹤0.01%
1,000
1737
$7K ﹤0.01%
136
-2,488
1738
$7K ﹤0.01%
130
1739
$7K ﹤0.01%
154
+2
1740
$7K ﹤0.01%
189
1741
$7K ﹤0.01%
+25
1742
$7K ﹤0.01%
453
1743
$7K ﹤0.01%
162
1744
$7K ﹤0.01%
36
1745
$7K ﹤0.01%
91
+70
1746
$7K ﹤0.01%
250
-48
1747
$7K ﹤0.01%
+124
1748
$7K ﹤0.01%
214
1749
$7K ﹤0.01%
352
1750
$7K ﹤0.01%
2,865
68 69
70
71 72