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
2226
$1K ﹤0.01%
300
2227
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+70
2228
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143
+6
2229
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+25
2230
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48
-5
2231
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10
2233
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+6
2234
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50
2235
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5
2236
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2237
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2239
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100
2240
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+4
2241
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10
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200
2243
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+18
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+6
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27
2246
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+36
2247
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100
2248
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+3
2249
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104
2250
$1K ﹤0.01%
88