SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$66.1M 3.72%
172,138
+1,433
2
$58.6M 3.3%
1,169,412
+103,739
3
$56.5M 3.18%
977,503
+75,411
4
$53.5M 3.01%
411,492
+15,565
5
$50.2M 2.83%
457,024
-13,994
6
$33M 1.86%
137,601
+4,063
7
$30.6M 1.72%
334,552
-1,061
8
$29.1M 1.64%
299,830
-2,204
9
$28.6M 1.61%
339,882
-18,805
10
$28.1M 1.58%
73,548
+14,232
11
$26.7M 1.5%
1,234,279
-228,139
12
$25.9M 1.45%
80,950
-471
13
$25.1M 1.41%
71,458
+172
14
$22.1M 1.24%
106,233
-590
15
$21.6M 1.22%
217,031
-6,978
16
$20.9M 1.18%
154,063
+7,387
17
$20.8M 1.17%
236,092
-23,701
18
$20.7M 1.16%
456,813
-974
19
$20.3M 1.14%
436,835
+5,540
20
$20.2M 1.14%
460,557
+7,413
21
$20.1M 1.13%
607,904
+8,895
22
$17M 0.96%
121,184
-39
23
$16.1M 0.91%
111,232
-1,631
24
$15.9M 0.9%
329,320
-51,025
25
$15.3M 0.86%
33,606
-2,103
1
2 3 4 5