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
1851
$5K ﹤0.01%
+166
1852
$5K ﹤0.01%
36
-148
1853
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309
+61
1854
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109
1855
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154
1856
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445
+121
1857
$5K ﹤0.01%
+73
1858
$5K ﹤0.01%
1,380
-950
1859
$5K ﹤0.01%
158
1860
$5K ﹤0.01%
140
1861
$4K ﹤0.01%
+21
1862
$4K ﹤0.01%
2,000
1863
$4K ﹤0.01%
+421
1864
$4K ﹤0.01%
+85
1865
$4K ﹤0.01%
136
1866
$4K ﹤0.01%
134
1867
$4K ﹤0.01%
+73
1868
$4K ﹤0.01%
+93
1869
$4K ﹤0.01%
+200
1870
$4K ﹤0.01%
+39
1871
$4K ﹤0.01%
101
1872
$4K ﹤0.01%
176
1873
$4K ﹤0.01%
31
1874
$4K ﹤0.01%
500
1875
$4K ﹤0.01%
87
+40
73 74
75
76 77