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
1751
$7K ﹤0.01%
63
1752
$7K ﹤0.01%
475
+7
1753
$7K ﹤0.01%
250
-86
1754
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53
-6,266
1755
$7K ﹤0.01%
153
-83
1756
$7K ﹤0.01%
187
+57
1757
$7K ﹤0.01%
+1,300
1758
$6K ﹤0.01%
100
1759
$6K ﹤0.01%
+154
1760
$6K ﹤0.01%
1,441
1761
$6K ﹤0.01%
+64
1762
$6K ﹤0.01%
618
-1,183
1763
$6K ﹤0.01%
197
1764
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149
1765
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495
+2
1766
$6K ﹤0.01%
+108
1767
$6K ﹤0.01%
+85
1768
$6K ﹤0.01%
709
-93
1769
$6K ﹤0.01%
170
1770
$6K ﹤0.01%
517
1771
$6K ﹤0.01%
+1,410
1772
$6K ﹤0.01%
49
1773
$6K ﹤0.01%
63
1774
$6K ﹤0.01%
+129
1775
$6K ﹤0.01%
104
69 70
71
72 73