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
2201
$1K ﹤0.01%
+20
2202
$1K ﹤0.01%
76
2203
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500
2204
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+300
2205
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100
2206
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132
2207
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307
2208
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+126
2209
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200
2210
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+10
2211
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61
+2
2212
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+72
2213
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50
2214
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+215
2215
$1K ﹤0.01%
100
-1,300
2216
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36
-1,133
2217
$1K ﹤0.01%
25
2218
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36
2219
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75
2220
$1K ﹤0.01%
179
2221
$1K ﹤0.01%
+17
2222
$1K ﹤0.01%
77
2223
$1K ﹤0.01%
+12
2224
$1K ﹤0.01%
19
2225
$1K ﹤0.01%
130