SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

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
2126
$2K ﹤0.01%
41
2127
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20
2128
$2K ﹤0.01%
94
2129
$2K ﹤0.01%
+63
2130
$2K ﹤0.01%
70
-50
2131
$1K ﹤0.01%
+3
2132
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223
2133
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+16
2134
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18
2135
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298
2136
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+2
2137
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5
2138
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32
2139
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30
2140
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+15
2141
$1K ﹤0.01%
+50
2142
$1K ﹤0.01%
99
+3
2143
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+12
2144
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228
2145
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168
+1
2146
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12
2147
$1K ﹤0.01%
+64
2148
$1K ﹤0.01%
64
+1
2149
$1K ﹤0.01%
+22
2150
$1K ﹤0.01%
10
84 85
86
87 88