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
2026
$2K ﹤0.01%
+137
2027
$2K ﹤0.01%
+201
2028
$2K ﹤0.01%
106
2029
$2K ﹤0.01%
80
2030
$2K ﹤0.01%
+20
2031
$2K ﹤0.01%
104
2032
$2K ﹤0.01%
500
2033
$2K ﹤0.01%
87
+37
2034
$2K ﹤0.01%
+49
2035
$2K ﹤0.01%
89
-401
2036
$2K ﹤0.01%
42
2037
$2K ﹤0.01%
593
2038
$2K ﹤0.01%
202
-33
2039
$2K ﹤0.01%
229
2040
$2K ﹤0.01%
62
-26
2041
$2K ﹤0.01%
13
+8
2042
$2K ﹤0.01%
32
2043
$2K ﹤0.01%
37
2044
$2K ﹤0.01%
100
-500
2045
$2K ﹤0.01%
29
2046
$2K ﹤0.01%
131
+25
2047
$2K ﹤0.01%
30
-175
2048
$2K ﹤0.01%
39
+17
2049
$2K ﹤0.01%
42
2050
$2K ﹤0.01%
56
80 81
82
83 84