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
1151
$72.5K ﹤0.01%
+3,415
1152
$71.7K ﹤0.01%
+19,010
1153
$71.5K ﹤0.01%
865
1154
$71.3K ﹤0.01%
2,714
1155
$70.6K ﹤0.01%
2,660
+585
1156
$70.6K ﹤0.01%
3,740
1157
$70.6K ﹤0.01%
2,864
+2,811
1158
$70.4K ﹤0.01%
116
+9
1159
$70.4K ﹤0.01%
558
+91
1160
$70K ﹤0.01%
1,536
1161
$69.6K ﹤0.01%
1,501
-28
1162
$69.1K ﹤0.01%
8,458
+147
1163
$69K ﹤0.01%
5,291
+1,211
1164
$68.8K ﹤0.01%
+1,337
1165
$68.7K ﹤0.01%
1,360
+2
1166
$68.6K ﹤0.01%
1,289
1167
$68.6K ﹤0.01%
298
+238
1168
$68.1K ﹤0.01%
+4,455
1169
$67.7K ﹤0.01%
+752
1170
$67.6K ﹤0.01%
+1,271
1171
$67.3K ﹤0.01%
+5,500
1172
$67.1K ﹤0.01%
2,500
1173
$66.2K ﹤0.01%
926
-67
1174
$66.2K ﹤0.01%
2,038
+204
1175
$66K ﹤0.01%
1,073
+101
45 46
47
48 49