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
1251
$54.5K ﹤0.01%
3,109
+240
1252
$54.4K ﹤0.01%
1,771
+22
1253
$54.3K ﹤0.01%
+1,729
1254
$54.1K ﹤0.01%
+1,400
1255
$53.9K ﹤0.01%
+379
1256
$53.8K ﹤0.01%
948
+248
1257
$53.6K ﹤0.01%
1,619
-1,116
1258
$53.4K ﹤0.01%
448
+40
1259
$53.2K ﹤0.01%
2,490
+219
1260
$52.8K ﹤0.01%
155
-29
1261
$52.8K ﹤0.01%
+36,900
1262
$52.5K ﹤0.01%
+1,003
1263
$52.5K ﹤0.01%
136
+42
1264
$52.5K ﹤0.01%
7,210
+1,540
1265
$52.4K ﹤0.01%
253
+104
1266
$52.1K ﹤0.01%
1,085
-76
1267
$52K ﹤0.01%
152
+2
1268
$51.8K ﹤0.01%
1,192
1269
$51.8K ﹤0.01%
1,101
+571
1270
$51.4K ﹤0.01%
2,334
+15
1271
$51.4K ﹤0.01%
372
-29
1272
$51.4K ﹤0.01%
975
1273
$51.3K ﹤0.01%
4,437
+43
1274
$51K ﹤0.01%
21
+4
1275
$51K ﹤0.01%
300
49 50
51
52 53