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
$3.22B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,550
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.9M
3
+$12.6M
4
PG icon
Procter & Gamble
PG
+$11.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.6M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$6.87M
4
CTAS icon
Cintas
CTAS
+$5.77M
5
ADBE icon
Adobe
ADBE
+$5.02M

Sector Composition

1 Technology 16.66%
2 Financials 5.54%
3 Consumer Discretionary 5.52%
4 Communication Services 4.59%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$166K 0.01%
1,185
-8,741
877
$165K 0.01%
+3,600
878
$165K 0.01%
3,988
-118
879
$162K 0.01%
2,365
+1
880
$161K 0.01%
16,500
+12,000
881
$160K 0.01%
2,396
+93
882
$160K 0.01%
2,440
+12
883
$159K ﹤0.01%
1,964
+1,889
884
$159K ﹤0.01%
4,072
885
$159K ﹤0.01%
6,573
-3,284
886
$159K ﹤0.01%
2,353
+3
887
$159K ﹤0.01%
1,063
-650
888
$159K ﹤0.01%
+12,202
889
$158K ﹤0.01%
+1,025
890
$158K ﹤0.01%
9,562
+159
891
$158K ﹤0.01%
2,643
892
$158K ﹤0.01%
1,145
-11,879
893
$154K ﹤0.01%
1,970
-840
894
$153K ﹤0.01%
1,167
-89
895
$153K ﹤0.01%
425
+14
896
$152K ﹤0.01%
1,331
+7
897
$152K ﹤0.01%
3,140
+2
898
$151K ﹤0.01%
+1,775
899
$151K ﹤0.01%
8,400
-1,025
900
$151K ﹤0.01%
1,033
+30
34 35
36
37 38