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
2301
– –
-200
2302
– –
0
2303
– –
-100
2304
– –
-250
2305
– –
-144
2306
– –
-4,900
2307
– –
-3
2308
– –
-28,221
2309
– –
-9,207
2310
– –
-2,200
2311
– –
-400
2312
– –
-1,435
2313
– –
-315
2314
– –
-3
2315
– –
-40
2316
– –
-120,964
2317
– –
-23
2318
– –
-1,000
2319
– –
-642
2320
– –
-1,000
2321
– –
-11,126
2322
– –
-429
2323
– –
-530
2324
– –
-940
2325
– –
-7,609
91 92
93
94 95