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
1051
$94.5K ﹤0.01%
908
-13,885
1052
$94.4K ﹤0.01%
9,632
-1,255
1053
$94.4K ﹤0.01%
+816
1054
$94.4K ﹤0.01%
+3,674
1055
$94.2K ﹤0.01%
1,953
-42
1056
$94.2K ﹤0.01%
7,776
+4,026
1057
$93.7K ﹤0.01%
21,499
+16,701
1058
$93.5K ﹤0.01%
2,698
+815
1059
$93.3K ﹤0.01%
867
+31
1060
$92.8K ﹤0.01%
2,097
+138
1061
$92.6K ﹤0.01%
4,598
-70
1062
$92.3K ﹤0.01%
1,150
-98
1063
$91.7K ﹤0.01%
1,025
-5,553
1064
$91.5K ﹤0.01%
5,626
+378
1065
$91.3K ﹤0.01%
1,132
+14
1066
$91.2K ﹤0.01%
+3,549
1067
$91K ﹤0.01%
+688
1068
$90.9K ﹤0.01%
6,570
-10
1069
$90.7K ﹤0.01%
1,166
-19,933
1070
$90.5K ﹤0.01%
6,808
-988
1071
$90.4K ﹤0.01%
9,219
+215
1072
$90.3K ﹤0.01%
1,052
-16,278
1073
$90.2K ﹤0.01%
+10,739
1074
$89.8K ﹤0.01%
2,341
1075
$89.7K ﹤0.01%
925
41 42
43
44 45