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
1401
$37.4K ﹤0.01%
7,042
-1,588
1402
$37.4K ﹤0.01%
4,059
+1,972
1403
$37.3K ﹤0.01%
610
1404
$37.1K ﹤0.01%
+862
1405
$37.1K ﹤0.01%
817
+20
1406
$37K ﹤0.01%
19
1407
$36.9K ﹤0.01%
716
1408
$36.8K ﹤0.01%
193
+125
1409
$36.7K ﹤0.01%
6,513
-7,248
1410
$36.7K ﹤0.01%
+556
1411
$36.7K ﹤0.01%
477
+204
1412
$36.6K ﹤0.01%
+3,248
1413
$36.6K ﹤0.01%
7,207
+1,800
1414
$36.5K ﹤0.01%
701
1415
$36.3K ﹤0.01%
19,820
1416
$36.2K ﹤0.01%
+3,900
1417
$36.1K ﹤0.01%
3,610
+130
1418
$36K ﹤0.01%
+669
1419
$35.9K ﹤0.01%
906
-266
1420
$35.7K ﹤0.01%
1,308
-27
1421
$35.7K ﹤0.01%
+1,832
1422
$35.6K ﹤0.01%
849
+449
1423
$35.3K ﹤0.01%
982
+126
1424
$35.2K ﹤0.01%
+215
1425
$35.2K ﹤0.01%
464
+55
55 56
57
58 59