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
1976
$3K ﹤0.01%
927
1977
$3K ﹤0.01%
+163
1978
$3K ﹤0.01%
9
+1
1979
$3K ﹤0.01%
2
1980
$3K ﹤0.01%
+262
1981
$3K ﹤0.01%
+25
1982
$3K ﹤0.01%
100
1983
$3K ﹤0.01%
+250
1984
$3K ﹤0.01%
607
1985
$3K ﹤0.01%
203
1986
$3K ﹤0.01%
+74
1987
$3K ﹤0.01%
55
1988
$3K ﹤0.01%
28
+12
1989
$3K ﹤0.01%
256
-1,087
1990
$3K ﹤0.01%
169
+1
1991
$3K ﹤0.01%
+34
1992
$3K ﹤0.01%
169
+4
1993
$3K ﹤0.01%
330
1994
$3K ﹤0.01%
102
-33,331
1995
$3K ﹤0.01%
124
1996
$3K ﹤0.01%
+177
1997
$3K ﹤0.01%
+75
1998
$3K ﹤0.01%
200
-1,048
1999
$3K ﹤0.01%
51
2000
$3K ﹤0.01%
+48
78 79
80
81 82