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
2051
$2K ﹤0.01%
21
-7
2052
$2K ﹤0.01%
580
+430
2053
$2K ﹤0.01%
39
-390
2054
$2K ﹤0.01%
+129
2055
$2K ﹤0.01%
50
2056
$2K ﹤0.01%
119
+4
2057
$2K ﹤0.01%
+78
2058
$2K ﹤0.01%
422
2059
$2K ﹤0.01%
101
2060
$2K ﹤0.01%
+31
2061
$2K ﹤0.01%
43
2062
$2K ﹤0.01%
+202
2063
$2K ﹤0.01%
40
-1,385
2064
$2K ﹤0.01%
+50
2065
$2K ﹤0.01%
10
2066
$2K ﹤0.01%
58
2067
$2K ﹤0.01%
42
2068
$2K ﹤0.01%
+49
2069
$2K ﹤0.01%
+309
2070
$2K ﹤0.01%
58
2071
$2K ﹤0.01%
30
2072
$2K ﹤0.01%
151
+50
2073
$2K ﹤0.01%
513
2074
$2K ﹤0.01%
68
2075
$2K ﹤0.01%
800
-100
81 82
83
84 85