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
176
$1.62M 0.09%
54,480
+52,988
177
$1.61M 0.09%
4,773
-298
178
$1.6M 0.09%
84,380
+83,880
179
$1.6M 0.09%
14,709
+5,757
180
$1.59M 0.09%
15,777
+28
181
$1.58M 0.09%
+71,325
182
$1.58M 0.09%
21,906
+21,637
183
$1.56M 0.09%
31,301
+2,222
184
$1.56M 0.09%
16,783
+1,515
185
$1.56M 0.09%
6,307
+658
186
$1.56M 0.09%
15,446
+1,895
187
$1.53M 0.09%
7,670
+1,375
188
$1.51M 0.09%
20,406
+20,071
189
$1.51M 0.09%
13,988
+1,329
190
$1.5M 0.08%
50,780
-5,120
191
$1.5M 0.08%
4,355
+85
192
$1.49M 0.08%
5,667
+772
193
$1.49M 0.08%
6,940
+496
194
$1.49M 0.08%
5,598
-381
195
$1.47M 0.08%
16,045
+5,545
196
$1.45M 0.08%
18,655
+552
197
$1.41M 0.08%
32,165
-46,220
198
$1.4M 0.08%
5,689
+2,655
199
$1.4M 0.08%
61,041
-2,472
200
$1.37M 0.08%
44,846
+11,356
6 7
8
9 10