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
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
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+73
1858
$5K ﹤0.01%
1,380
-950
1859
$5K ﹤0.01%
158
1860
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140
1861
$4K ﹤0.01%
87
+40
1862
$4K ﹤0.01%
206
-4,605
1863
$4K ﹤0.01%
+55
1864
$4K ﹤0.01%
+38
1865
$4K ﹤0.01%
330
1866
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3
1867
$4K ﹤0.01%
498
+2
1868
$4K ﹤0.01%
+21
1869
$4K ﹤0.01%
2,000
1870
$4K ﹤0.01%
+421
1871
$4K ﹤0.01%
+85
1872
$4K ﹤0.01%
136
1873
$4K ﹤0.01%
134
1874
$4K ﹤0.01%
+73
1875
$4K ﹤0.01%
+93
73 74
75
76 77