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
1076
$89.4K ﹤0.01%
+1,593
1077
$89.3K ﹤0.01%
5,988
+1,700
1078
$88.9K ﹤0.01%
2,065
1079
$88.9K ﹤0.01%
511
-193
1080
$88.7K ﹤0.01%
2,300
1081
$88.6K ﹤0.01%
7,007
1082
$88.5K ﹤0.01%
1,029
+17
1083
$88.2K ﹤0.01%
1,171
-58
1084
$88.2K ﹤0.01%
1,842
+306
1085
$87.5K ﹤0.01%
6,566
1086
$87.3K ﹤0.01%
+601
1087
$87.2K ﹤0.01%
1,419
1088
$86.8K ﹤0.01%
17,684
1089
$86.8K ﹤0.01%
603
+2
1090
$86.5K ﹤0.01%
1,926
1091
$85.4K ﹤0.01%
1,487
+95
1092
$85.3K ﹤0.01%
649
-2,885
1093
$85.2K ﹤0.01%
260
-4,125
1094
$84.7K ﹤0.01%
1,117
+19
1095
$84.7K ﹤0.01%
816
1096
$84.6K ﹤0.01%
1,663
-434
1097
$84.3K ﹤0.01%
+2,500
1098
$83.6K ﹤0.01%
492
1099
$83.4K ﹤0.01%
3,556
1100
$82.4K ﹤0.01%
+3,616
42 43
44
45 46