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
2401
– –
-500
2402
– –
-116
2403
– –
-500
2404
– –
-1,666
2405
– –
-51
2406
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-93
2407
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-138
2408
– –
-24
2409
– –
-98
2410
– –
-507
2411
– –
-130
2412
– –
-2,262
2413
– –
-100
2414
– –
-25
2415
– –
-53
2416
– –
-170
2417
– –
-2,100
2418
– –
-105
2419
– –
-427
2420
– –
-181
2421
– –
-19
2422
– –
-1
2423
– –
-574
2424
– –
-33
2425
– –
-20,396
95 96
97
98 99