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
1226
$58.7K ﹤0.01%
+4,599
1227
$58.5K ﹤0.01%
572
1228
$58.4K ﹤0.01%
979
-421
1229
$58K ﹤0.01%
595
+250
1230
$58K ﹤0.01%
6,500
1231
$57.9K ﹤0.01%
+752
1232
$57.6K ﹤0.01%
307
-3
1233
$57.2K ﹤0.01%
3,000
-9
1234
$57K ﹤0.01%
1,952
1235
$56.9K ﹤0.01%
8,619
-1,106
1236
$56.8K ﹤0.01%
+390
1237
$56.6K ﹤0.01%
+612
1238
$56.4K ﹤0.01%
631
-118
1239
$56.3K ﹤0.01%
301
+130
1240
$56.3K ﹤0.01%
492
-220
1241
$56K ﹤0.01%
+1,500
1242
$55.9K ﹤0.01%
+3,105
1243
$55.8K ﹤0.01%
4,837
1244
$55.6K ﹤0.01%
346
-55
1245
$55.4K ﹤0.01%
1,147
1246
$55.3K ﹤0.01%
8,300
+3,190
1247
$55K ﹤0.01%
+1,500
1248
$54.8K ﹤0.01%
2,149
+1,699
1249
$54.6K ﹤0.01%
1,616
+1,150
1250
$54.6K ﹤0.01%
417
+117
48 49
50
51 52