SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$8.91M
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 5.14%
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
2251
$1K ﹤0.01%
10
2252
$1K ﹤0.01%
53
+1
2253
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474
-400
2254
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60
2255
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+100
2256
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30
2257
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+14
2258
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+72
2259
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50
2260
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115
2261
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+27
2262
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+215
2263
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100
-1,300
2264
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36
-1,133
2265
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25
2266
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+12
2267
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19
2268
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130
2269
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300
2270
$1K ﹤0.01%
+70
2271
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143
+6
2272
$1K ﹤0.01%
+25
2273
$1K ﹤0.01%
48
-5
2274
$1K ﹤0.01%
+30
2275
$1K ﹤0.01%
10
89 90
91
92 93