SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 5.14%
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
2076
$2K ﹤0.01%
+49
2077
$2K ﹤0.01%
+26
2078
$2K ﹤0.01%
+31
2079
$2K ﹤0.01%
147
+3
2080
$2K ﹤0.01%
75
-4
2081
$2K ﹤0.01%
80
2082
$2K ﹤0.01%
+66
2083
$2K ﹤0.01%
201
-2
2084
$2K ﹤0.01%
105
2085
$2K ﹤0.01%
800
2086
$2K ﹤0.01%
300
2087
$2K ﹤0.01%
133
2088
$2K ﹤0.01%
53
-559
2089
$2K ﹤0.01%
+39
2090
$2K ﹤0.01%
+8
2091
$2K ﹤0.01%
100
2092
$2K ﹤0.01%
30
2093
$2K ﹤0.01%
+47
2094
$2K ﹤0.01%
63
2095
$2K ﹤0.01%
268
2096
$2K ﹤0.01%
116
2097
$2K ﹤0.01%
100
2098
$2K ﹤0.01%
41
2099
$2K ﹤0.01%
20
2100
$2K ﹤0.01%
150
+100
82 83
84
85 86