SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$8.89M
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%
38
2277
$1K ﹤0.01%
33
2278
$1K ﹤0.01%
+43
2279
$1K ﹤0.01%
221
+121
2280
$1K ﹤0.01%
30
2281
$1K ﹤0.01%
+46
2282
$1K ﹤0.01%
18
+6
2283
$1K ﹤0.01%
84
+1
2284
$1K ﹤0.01%
8
2285
$1K ﹤0.01%
+15
2286
$1K ﹤0.01%
+42
2287
$1K ﹤0.01%
16
2288
$1K ﹤0.01%
+116
2289
$1K ﹤0.01%
+3
2290
$1K ﹤0.01%
41
2291
$1K ﹤0.01%
+20
2292
$1K ﹤0.01%
+28
2293
$1K ﹤0.01%
+252
2294
$1K ﹤0.01%
30
2295
– –
-1,435
2296
– –
-315
2297
– –
-3
2298
– –
-40
2299
– –
-120,964
2300
– –
-23
90 91
92
93 94