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
1176
$66K ﹤0.01%
1,365
1177
$66K ﹤0.01%
349
-113
1178
$65.8K ﹤0.01%
704
-9
1179
$65.5K ﹤0.01%
2,993
1180
$65.2K ﹤0.01%
1,239
-250
1181
$65.1K ﹤0.01%
2,363
+40
1182
$64.9K ﹤0.01%
8,200
1183
$64.9K ﹤0.01%
1,732
+74
1184
$64.8K ﹤0.01%
2,280
1185
$64.7K ﹤0.01%
453
+80
1186
$64.7K ﹤0.01%
+1,903
1187
$64.6K ﹤0.01%
357
1188
$64.5K ﹤0.01%
558
1189
$64.4K ﹤0.01%
225
-30
1190
$64.3K ﹤0.01%
1,336
+2
1191
$64.2K ﹤0.01%
1,875
1192
$63.9K ﹤0.01%
+635
1193
$63.8K ﹤0.01%
2,337
-1,913
1194
$63.7K ﹤0.01%
250
+89
1195
$63.1K ﹤0.01%
1,545
1196
$63K ﹤0.01%
2,390
-941
1197
$62.8K ﹤0.01%
470
+97
1198
$62.3K ﹤0.01%
780
+97
1199
$62.2K ﹤0.01%
2,134
-561
1200
$62.2K ﹤0.01%
709
+215
46 47
48
49 50