SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$8.89M
2
+$7.09M
3
+$5.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$4.96M

Top Sells

1
+$4.98M
2
+$4.93M
3
+$4.67M
4
EXC icon
Exelon
EXC
+$4.61M
5
LMT icon
Lockheed Martin
LMT
+$4.31M

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
2276
$1K ﹤0.01%
81
2277
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494
2278
$1K ﹤0.01%
3
2279
$1K ﹤0.01%
14
-56
2280
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+64
2281
$1K ﹤0.01%
64
+1
2282
$1K ﹤0.01%
+22
2283
$1K ﹤0.01%
10
2284
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53
+1
2285
$1K ﹤0.01%
474
-400
2286
$1K ﹤0.01%
60
2287
$1K ﹤0.01%
+100
2288
$1K ﹤0.01%
30
2289
$1K ﹤0.01%
14
-20
2290
$1K ﹤0.01%
+79
2291
$1K ﹤0.01%
5,094
+70
2292
$1K ﹤0.01%
+64
2293
$1K ﹤0.01%
30
2294
$1K ﹤0.01%
+14
2295
– –
-65
2296
– –
-500
2297
– –
-530
2298
– –
-940
2299
– –
-2,100
2300
– –
-105
90 91
92
93 94