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
1951
$3K ﹤0.01%
45
1952
$3K ﹤0.01%
150
-150
1953
$3K ﹤0.01%
100
1954
$3K ﹤0.01%
35
1955
$3K ﹤0.01%
100
1956
$3K ﹤0.01%
403
1957
$3K ﹤0.01%
+101
1958
$3K ﹤0.01%
5
+2
1959
$3K ﹤0.01%
38
1960
$3K ﹤0.01%
+108
1961
$3K ﹤0.01%
+1,000
1962
$3K ﹤0.01%
500
1963
$3K ﹤0.01%
+51
1964
$3K ﹤0.01%
48
1965
$3K ﹤0.01%
19
+3
1966
$3K ﹤0.01%
225
-60
1967
$3K ﹤0.01%
170
1968
$3K ﹤0.01%
+2
1969
$3K ﹤0.01%
+79
1970
$3K ﹤0.01%
13
+2
1971
$3K ﹤0.01%
927
1972
$3K ﹤0.01%
+163
1973
$3K ﹤0.01%
9
+1
1974
$3K ﹤0.01%
2
1975
$3K ﹤0.01%
+262
77 78
79
80 81