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
2126
$2K ﹤0.01%
+47
2127
$2K ﹤0.01%
63
2128
$2K ﹤0.01%
268
2129
$2K ﹤0.01%
116
2130
$2K ﹤0.01%
100
2131
$1K ﹤0.01%
223
2132
$1K ﹤0.01%
+16
2133
$1K ﹤0.01%
18
2134
$1K ﹤0.01%
298
2135
$1K ﹤0.01%
+2
2136
$1K ﹤0.01%
5
2137
$1K ﹤0.01%
32
2138
$1K ﹤0.01%
30
2139
$1K ﹤0.01%
+15
2140
$1K ﹤0.01%
+50
2141
$1K ﹤0.01%
99
+3
2142
$1K ﹤0.01%
+12
2143
$1K ﹤0.01%
228
2144
$1K ﹤0.01%
168
+1
2145
$1K ﹤0.01%
12
2146
$1K ﹤0.01%
34
2147
$1K ﹤0.01%
81
2148
$1K ﹤0.01%
494
2149
$1K ﹤0.01%
3
2150
$1K ﹤0.01%
14
-56