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
1126
$78.5K ﹤0.01%
6,895
-511
1127
$78.3K ﹤0.01%
7,000
1128
$78K ﹤0.01%
1,562
-98
1129
$77.9K ﹤0.01%
1,014
-27
1130
$77.7K ﹤0.01%
1,000
1131
$77.7K ﹤0.01%
+1,170
1132
$77.5K ﹤0.01%
1,970
+1,482
1133
$77.2K ﹤0.01%
+8,525
1134
$76.6K ﹤0.01%
+2,264
1135
$76.2K ﹤0.01%
638
1136
$76K ﹤0.01%
+7,778
1137
$75.8K ﹤0.01%
5,287
+83
1138
$75.8K ﹤0.01%
7,000
-842
1139
$75.8K ﹤0.01%
949
1140
$75.7K ﹤0.01%
17,000
+10,190
1141
$75.6K ﹤0.01%
361
-6,908
1142
$75.5K ﹤0.01%
963
+6
1143
$75.3K ﹤0.01%
3,105
1144
$75.2K ﹤0.01%
1,086
+64
1145
$74.4K ﹤0.01%
12,464
-5,000
1146
$74K ﹤0.01%
+1,661
1147
$74K ﹤0.01%
1,128
1148
$73K ﹤0.01%
5,185
1149
$72.9K ﹤0.01%
543
1150
$72.6K ﹤0.01%
373
-231
44 45
46
47 48