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
2151
$1K ﹤0.01%
+64
2152
$1K ﹤0.01%
64
+1
2153
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+22
2154
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10
2155
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53
+1
2156
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474
-400
2157
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60
2158
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+100
2159
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30
2160
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14
-20
2161
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+79
2162
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5,094
+70
2163
$1K ﹤0.01%
+64
2164
$1K ﹤0.01%
30
2165
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+14
2166
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+40
2167
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+5
2168
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+46
2169
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18
+6
2170
$1K ﹤0.01%
+52
2171
$1K ﹤0.01%
115
2172
$1K ﹤0.01%
+27
2173
$1K ﹤0.01%
272
2174
$1K ﹤0.01%
50
-250
2175
$1K ﹤0.01%
98
+24
85 86
87
88 89