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
2276
$1K ﹤0.01%
221
+121
2277
$1K ﹤0.01%
+16
2278
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30
2279
$1K ﹤0.01%
+59
2280
$1K ﹤0.01%
15
2281
$1K ﹤0.01%
100
2282
$1K ﹤0.01%
84
+1
2283
$1K ﹤0.01%
8
2284
$1K ﹤0.01%
+15
2285
$1K ﹤0.01%
+42
2286
$1K ﹤0.01%
16
2287
$1K ﹤0.01%
+116
2288
$1K ﹤0.01%
+3
2289
$1K ﹤0.01%
414
2290
$1K ﹤0.01%
+20
2291
$1K ﹤0.01%
+28
2292
$1K ﹤0.01%
+252
2293
$1K ﹤0.01%
30
2294
$1K ﹤0.01%
+3
2295
– –
-8,123
2296
– –
-65
2297
– –
-114
2298
– –
-26
2299
– –
-500
2300
– –
-9,207
90 91
92
93 94