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
201
$1.32M 0.07%
24,980
+7,106
202
$1.32M 0.07%
28,133
-377
203
$1.32M 0.07%
54,929
+53,403
204
$1.32M 0.07%
3,933
-140
205
$1.31M 0.07%
17,527
+14,057
206
$1.29M 0.07%
73,936
+71,405
207
$1.28M 0.07%
1,805
+259
208
$1.28M 0.07%
26,833
+1,998
209
$1.27M 0.07%
14,658
+4,898
210
$1.25M 0.07%
9,433
-2,769
211
$1.23M 0.07%
26,973
212
$1.23M 0.07%
24,529
+1,284
213
$1.2M 0.07%
2,180
-64
214
$1.19M 0.07%
66,756
+53,622
215
$1.18M 0.07%
19,662
216
$1.17M 0.07%
16,264
+656
217
$1.16M 0.07%
2,630
+609
218
$1.16M 0.07%
5,413
-153
219
$1.15M 0.06%
13,875
+314
220
$1.14M 0.06%
61,734
+21,954
221
$1.14M 0.06%
35,645
+34,897
222
$1.13M 0.06%
16,934
+1,438
223
$1.13M 0.06%
11,643
+4,529
224
$1.13M 0.06%
14,750
-1,260
225
$1.11M 0.06%
12,136
-111
7 8
9
10 11