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
1976
$3K ﹤0.01%
88
1977
$3K ﹤0.01%
+25
1978
$3K ﹤0.01%
100
1979
$3K ﹤0.01%
+250
1980
$3K ﹤0.01%
607
1981
$3K ﹤0.01%
203
1982
$3K ﹤0.01%
+74
1983
$3K ﹤0.01%
55
1984
$3K ﹤0.01%
28
+12
1985
$3K ﹤0.01%
256
-1,087
1986
$3K ﹤0.01%
169
+1
1987
$3K ﹤0.01%
+34
1988
$3K ﹤0.01%
169
+4
1989
$3K ﹤0.01%
330
1990
$3K ﹤0.01%
102
-33,331
1991
$3K ﹤0.01%
124
1992
$3K ﹤0.01%
+177
1993
$3K ﹤0.01%
+75
1994
$3K ﹤0.01%
200
-1,048
1995
$3K ﹤0.01%
51
1996
$3K ﹤0.01%
+48
1997
$3K ﹤0.01%
+34
1998
$3K ﹤0.01%
1,000
1999
$3K ﹤0.01%
104
+2
2000
$3K ﹤0.01%
55
78 79
80
81 82