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
2401
– –
-835
2402
– –
-4,693
2403
– –
-2,500
2404
– –
-8,877
2405
– –
-2,390
2406
– –
-450
2407
– –
-40
2408
– –
-1,650
2409
– –
-4,900
2410
– –
-1,615
2411
– –
-60
2412
– –
-14
2413
– –
-4,973
2414
– –
-1
2415
– –
-63
2416
– –
-3
2417
– –
-28,221
2418
– –
-216
2419
– –
-29
2420
– –
-36
2421
– –
-13
2422
– –
-76
2423
– –
-40
2424
– –
-230
2425
– –
-200
95 96
97
98 99