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
1376
$39.1K ﹤0.01%
252
+169
1377
$39.1K ﹤0.01%
137
1378
$39K ﹤0.01%
2,267
1379
$39K ﹤0.01%
1,047
+22
1380
$38.9K ﹤0.01%
221
+23
1381
$38.9K ﹤0.01%
526
+3
1382
$38.8K ﹤0.01%
+1,055
1383
$38.7K ﹤0.01%
+5,670
1384
$38.6K ﹤0.01%
1,114
-751
1385
$38.5K ﹤0.01%
1,030
1386
$38.5K ﹤0.01%
151
+75
1387
$38.5K ﹤0.01%
4,000
1388
$38.5K ﹤0.01%
2,245
-115
1389
$38.4K ﹤0.01%
517
-21
1390
$38.4K ﹤0.01%
452
+164
1391
$38.2K ﹤0.01%
1,267
+291
1392
$38.1K ﹤0.01%
798
+18
1393
$38.1K ﹤0.01%
4,990
+1,245
1394
$38K ﹤0.01%
+1,100
1395
$38K ﹤0.01%
+1,163
1396
$38K ﹤0.01%
+1,085
1397
$37.8K ﹤0.01%
+1,985
1398
$37.7K ﹤0.01%
337
+2
1399
$37.5K ﹤0.01%
435
+234
1400
$37.4K ﹤0.01%
3,078
+134
54 55
56
57 58