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
1351
$41K ﹤0.01%
416
+45
1352
$41K ﹤0.01%
828
-492
1353
$40.7K ﹤0.01%
1,650
1354
$40.6K ﹤0.01%
1,750
1355
$40.5K ﹤0.01%
2,399
1356
$40.4K ﹤0.01%
430
+28
1357
$40.4K ﹤0.01%
4,460
-45
1358
$40.3K ﹤0.01%
320
1359
$40.3K ﹤0.01%
500
-200
1360
$40.2K ﹤0.01%
962
+772
1361
$40.2K ﹤0.01%
2,591
-1,602
1362
$40.2K ﹤0.01%
1,135
1363
$40.1K ﹤0.01%
954
-139
1364
$40K ﹤0.01%
1,074
+549
1365
$40K ﹤0.01%
1,980
+383
1366
$39.8K ﹤0.01%
4,510
1367
$39.7K ﹤0.01%
1,517
+1,223
1368
$39.7K ﹤0.01%
9,568
1369
$39.7K ﹤0.01%
1,033
1370
$39.5K ﹤0.01%
928
1371
$39.5K ﹤0.01%
1,697
1372
$39.5K ﹤0.01%
1,444
1373
$39.5K ﹤0.01%
+4,140
1374
$39.5K ﹤0.01%
+1,562
1375
$39.1K ﹤0.01%
17,767
53 54
55
56 57