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
1776
$6K ﹤0.01%
34
1777
$6K ﹤0.01%
500
1778
$6K ﹤0.01%
106
1779
$6K ﹤0.01%
197
1780
$6K ﹤0.01%
956
-887
1781
$6K ﹤0.01%
500
-1,719
1782
$6K ﹤0.01%
1,000
-5,000
1783
$6K ﹤0.01%
900
1784
$6K ﹤0.01%
63
-79
1785
$6K ﹤0.01%
+111
1786
$6K ﹤0.01%
1,115
1787
$6K ﹤0.01%
100
1788
$6K ﹤0.01%
+100
1789
$6K ﹤0.01%
1,000
1790
$6K ﹤0.01%
390
1791
$6K ﹤0.01%
+720
1792
$6K ﹤0.01%
200
1793
$6K ﹤0.01%
129
1794
$6K ﹤0.01%
120
+20
1795
$6K ﹤0.01%
116
-68
1796
$6K ﹤0.01%
234
-2,651
1797
$6K ﹤0.01%
+153
1798
$6K ﹤0.01%
88
1799
$6K ﹤0.01%
75
+31
1800
$6K ﹤0.01%
86
+31
70 71
72
73 74