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
1101
$82.4K ﹤0.01%
1,458
-25,739
1102
$82.4K ﹤0.01%
1,500
1103
$82K ﹤0.01%
768
1104
$82K ﹤0.01%
992
+138
1105
$82K ﹤0.01%
3,235
-251
1106
$81.9K ﹤0.01%
3,372
-279
1107
$81.8K ﹤0.01%
6,574
-148
1108
$81.8K ﹤0.01%
4,897
1109
$81.5K ﹤0.01%
6,334
-662
1110
$81.4K ﹤0.01%
+14,086
1111
$81K ﹤0.01%
43,797
+2,300
1112
$81K ﹤0.01%
1,140
1113
$80.5K ﹤0.01%
2,923
1114
$80.1K ﹤0.01%
1,601
-800
1115
$79.9K ﹤0.01%
+203
1116
$79.8K ﹤0.01%
1,114
+36
1117
$79.6K ﹤0.01%
2,363
+169
1118
$79.2K ﹤0.01%
653
-229
1119
$79.1K ﹤0.01%
1,050
1120
$79.1K ﹤0.01%
881
1121
$79K ﹤0.01%
870
-546
1122
$78.8K ﹤0.01%
1,791
+1,676
1123
$78.8K ﹤0.01%
1,115
1124
$78.7K ﹤0.01%
+449
1125
$78.5K ﹤0.01%
2,435
-2,800
43 44
45
46 47