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
1801
$6K ﹤0.01%
630
1802
$6K ﹤0.01%
430
+300
1803
$6K ﹤0.01%
60
+18
1804
$6K ﹤0.01%
73
-312
1805
$6K ﹤0.01%
327
+107
1806
$6K ﹤0.01%
100
1807
$6K ﹤0.01%
35
-135
1808
$6K ﹤0.01%
49
+2
1809
$5K ﹤0.01%
1,800
1810
$5K ﹤0.01%
564
1811
$5K ﹤0.01%
116
1812
$5K ﹤0.01%
+189
1813
$5K ﹤0.01%
+458
1814
$5K ﹤0.01%
+134
1815
$5K ﹤0.01%
+100
1816
$5K ﹤0.01%
150
1817
$5K ﹤0.01%
236
1818
$5K ﹤0.01%
155
1819
$5K ﹤0.01%
102
1820
$5K ﹤0.01%
199
+1
1821
$5K ﹤0.01%
1,000
1822
$5K ﹤0.01%
352
-1,498
1823
$5K ﹤0.01%
+30
1824
$5K ﹤0.01%
466
+251
1825
$5K ﹤0.01%
100
71 72
73
74 75