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
2001
$3K ﹤0.01%
+34
2002
$3K ﹤0.01%
1,000
2003
$3K ﹤0.01%
104
+2
2004
$3K ﹤0.01%
55
2005
$3K ﹤0.01%
165
2006
$3K ﹤0.01%
100
2007
$3K ﹤0.01%
+95
2008
$2K ﹤0.01%
215
2009
$2K ﹤0.01%
50
2010
$2K ﹤0.01%
200
2011
$2K ﹤0.01%
41
2012
$2K ﹤0.01%
20
2013
$2K ﹤0.01%
94
2014
$2K ﹤0.01%
+490
2015
$2K ﹤0.01%
150
+100
2016
$2K ﹤0.01%
40
-363
2017
$2K ﹤0.01%
20
-3,873
2018
$2K ﹤0.01%
100
2019
$2K ﹤0.01%
10
2020
$2K ﹤0.01%
90
2021
$2K ﹤0.01%
300
2022
$2K ﹤0.01%
+3
2023
$2K ﹤0.01%
116
+16
2024
$2K ﹤0.01%
100
-230
2025
$2K ﹤0.01%
30
79 80
81
82 83