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
2301
– –
-2,200
2302
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-400
2303
– –
-1,435
2304
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-315
2305
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-3
2306
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-40
2307
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-120,964
2308
– –
-23
2309
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-1,000
2310
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-642
2311
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-1,000
2312
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-11,126
2313
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-429
2314
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-116
2315
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-500
2316
– –
-1,666
2317
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-51
2318
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-93
2319
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-138
2320
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-24
2321
– –
-98
2322
– –
-507
2323
– –
-36
2324
– –
-13
2325
– –
-76
91 92
93
94 95