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
1751
$7K ﹤0.01%
279
-123
1752
$7K ﹤0.01%
63
1753
$7K ﹤0.01%
475
+7
1754
$7K ﹤0.01%
250
-86
1755
$7K ﹤0.01%
53
-6,266
1756
$7K ﹤0.01%
153
-83
1757
$7K ﹤0.01%
187
+57
1758
$6K ﹤0.01%
116
-68
1759
$6K ﹤0.01%
234
-2,651
1760
$6K ﹤0.01%
500
-1,719
1761
$6K ﹤0.01%
1,000
-5,000
1762
$6K ﹤0.01%
900
1763
$6K ﹤0.01%
63
-79
1764
$6K ﹤0.01%
+111
1765
$6K ﹤0.01%
1,115
1766
$6K ﹤0.01%
100
1767
$6K ﹤0.01%
100
1768
$6K ﹤0.01%
+154
1769
$6K ﹤0.01%
1,441
1770
$6K ﹤0.01%
+64
1771
$6K ﹤0.01%
618
-1,183
1772
$6K ﹤0.01%
197
1773
$6K ﹤0.01%
149
1774
$6K ﹤0.01%
495
+2
1775
$6K ﹤0.01%
+108
69 70
71
72 73