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
1201
$62.2K ﹤0.01%
1,363
1202
$62K ﹤0.01%
333
1203
$61.9K ﹤0.01%
719
-19
1204
$61.7K ﹤0.01%
815
+654
1205
$61.4K ﹤0.01%
1,039
+5
1206
$61.4K ﹤0.01%
1,280
+1
1207
$61K ﹤0.01%
700
-100
1208
$60.9K ﹤0.01%
5,161
+256
1209
$60.8K ﹤0.01%
374
-296
1210
$60.7K ﹤0.01%
1,445
-35
1211
$60.6K ﹤0.01%
3,946
-780
1212
$60.6K ﹤0.01%
481
+16
1213
$60.4K ﹤0.01%
1,656
1214
$60.2K ﹤0.01%
+4,433
1215
$59.8K ﹤0.01%
1,032
+106
1216
$59.8K ﹤0.01%
2,753
-1,150
1217
$59.7K ﹤0.01%
+3,002
1218
$59.7K ﹤0.01%
+2,368
1219
$59.5K ﹤0.01%
1,031
+4
1220
$59.3K ﹤0.01%
389
+2
1221
$59.2K ﹤0.01%
914
+10
1222
$59K ﹤0.01%
2,919
1223
$58.9K ﹤0.01%
1,406
+321
1224
$58.8K ﹤0.01%
2,627
+7
1225
$58.7K ﹤0.01%
1,216
47 48
49
50 51