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
1276
$50.8K ﹤0.01%
+1,068
1277
$50.8K ﹤0.01%
916
1278
$50.7K ﹤0.01%
2,100
+1,000
1279
$50.5K ﹤0.01%
3,335
-200
1280
$50.4K ﹤0.01%
1,245
1281
$50.3K ﹤0.01%
4,000
1282
$50.2K ﹤0.01%
+1,400
1283
$50K ﹤0.01%
370
-14
1284
$50K ﹤0.01%
800
1285
$50K ﹤0.01%
1,011
-38
1286
$49.9K ﹤0.01%
1,966
1287
$49.9K ﹤0.01%
700
1288
$49.8K ﹤0.01%
501
-15
1289
$49.8K ﹤0.01%
1,071
-600
1290
$49.7K ﹤0.01%
744
1291
$49.4K ﹤0.01%
900
-200
1292
$49.1K ﹤0.01%
134
+58
1293
$49.1K ﹤0.01%
475
-25
1294
$49K ﹤0.01%
1,100
1295
$48.9K ﹤0.01%
2,790
1296
$48.9K ﹤0.01%
1,205
1297
$48.3K ﹤0.01%
28
1298
$48.3K ﹤0.01%
205
-175
1299
$48.3K ﹤0.01%
209
1300
$48.3K ﹤0.01%
4,275
50 51
52
53 54