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
1326
$43.6K ﹤0.01%
+603
1327
$43.6K ﹤0.01%
346
+15
1328
$43.5K ﹤0.01%
11,500
+1,140
1329
$43.3K ﹤0.01%
203
+57
1330
$43.2K ﹤0.01%
10,948
+413
1331
$43.2K ﹤0.01%
1,348
+60
1332
$43.2K ﹤0.01%
+931
1333
$43.1K ﹤0.01%
351
+1
1334
$43K ﹤0.01%
2,020
1335
$42.9K ﹤0.01%
370
+7
1336
$42.9K ﹤0.01%
1,481
1337
$42.8K ﹤0.01%
+1,350
1338
$42.7K ﹤0.01%
999
1339
$42.6K ﹤0.01%
+5,570
1340
$42.5K ﹤0.01%
202
-203
1341
$42.4K ﹤0.01%
500
+76
1342
$42.4K ﹤0.01%
300
1343
$42.3K ﹤0.01%
2,800
-502
1344
$42.2K ﹤0.01%
363
-130
1345
$42.1K ﹤0.01%
775
+76
1346
$41.8K ﹤0.01%
+479
1347
$41.6K ﹤0.01%
528
-25
1348
$41.6K ﹤0.01%
+123
1349
$41.5K ﹤0.01%
13,800
+800
1350
$41K ﹤0.01%
6,876
+189
52 53
54
55 56