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
1301
$48.2K ﹤0.01%
924
1302
$48.1K ﹤0.01%
1,000
1303
$48.1K ﹤0.01%
254
1304
$48.1K ﹤0.01%
570
+39
1305
$47.8K ﹤0.01%
1,336
1306
$47.7K ﹤0.01%
2,843
+599
1307
$47.7K ﹤0.01%
146
+20
1308
$47.5K ﹤0.01%
+540
1309
$47.3K ﹤0.01%
+685
1310
$46.8K ﹤0.01%
1,312
+25
1311
$46.8K ﹤0.01%
859
1312
$46.7K ﹤0.01%
8,280
+400
1313
$46.7K ﹤0.01%
4,000
1314
$46.3K ﹤0.01%
560
1315
$46.3K ﹤0.01%
800
1316
$46.1K ﹤0.01%
1,595
1317
$45.8K ﹤0.01%
1,060
+501
1318
$45.6K ﹤0.01%
+2,985
1319
$45.4K ﹤0.01%
751
-1,268
1320
$45.3K ﹤0.01%
+1,732
1321
$44.9K ﹤0.01%
+2,260
1322
$44.8K ﹤0.01%
1,200
1323
$44.6K ﹤0.01%
724
1324
$44.5K ﹤0.01%
585
1325
$43.7K ﹤0.01%
1,200
+100
51 52
53
54 55