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
1426
$35.1K ﹤0.01%
400
1427
$35.1K ﹤0.01%
3,500
1428
$35K ﹤0.01%
+575
1429
$35K ﹤0.01%
1,045
+100
1430
$34.9K ﹤0.01%
650
1431
$34.8K ﹤0.01%
550
1432
$34.7K ﹤0.01%
4,482
1433
$34.4K ﹤0.01%
333
+2
1434
$34.3K ﹤0.01%
4,496
+1,896
1435
$34K ﹤0.01%
469
+1
1436
$33.7K ﹤0.01%
1,400
1437
$33.7K ﹤0.01%
1,317
+975
1438
$33.4K ﹤0.01%
296
1439
$33.2K ﹤0.01%
1,425
1440
$33.1K ﹤0.01%
3,553
+330
1441
$32.9K ﹤0.01%
629
-2,057
1442
$32.9K ﹤0.01%
1,786
1443
$32.9K ﹤0.01%
900
-29
1444
$32.8K ﹤0.01%
3,451
1445
$32.7K ﹤0.01%
8,080
1446
$32.7K ﹤0.01%
473
+15
1447
$32.6K ﹤0.01%
542
+2
1448
$32.6K ﹤0.01%
450
1449
$32.5K ﹤0.01%
+2,268
1450
$32.2K ﹤0.01%
493
-1,377
56 57
58
59 60