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
2151
$1K ﹤0.01%
53
+1
2152
$1K ﹤0.01%
474
-400
2153
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60
2154
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+100
2155
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30
2156
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14
-20
2157
$1K ﹤0.01%
5,094
+70
2158
$1K ﹤0.01%
+64
2159
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30
2160
$1K ﹤0.01%
+14
2161
$1K ﹤0.01%
+79
2162
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+16
2163
$1K ﹤0.01%
+59
2164
$1K ﹤0.01%
15
2165
$1K ﹤0.01%
100
2166
$1K ﹤0.01%
+8
2167
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25
2168
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+19
2169
$1K ﹤0.01%
39
2170
$1K ﹤0.01%
+54
2171
$1K ﹤0.01%
40
2172
$1K ﹤0.01%
36
2173
$1K ﹤0.01%
+20
2174
$1K ﹤0.01%
76
2175
$1K ﹤0.01%
100
-1,300
85 86
87
88 89