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
1451
$32.2K ﹤0.01%
1,859
+34
1452
$32.1K ﹤0.01%
2,855
-967
1453
$31.7K ﹤0.01%
55
1454
$31.7K ﹤0.01%
863
-1
1455
$31.6K ﹤0.01%
241
+41
1456
$31.6K ﹤0.01%
721
+40
1457
$31.5K ﹤0.01%
+898
1458
$31.5K ﹤0.01%
4,660
-5,540
1459
$31.4K ﹤0.01%
+1,804
1460
$31.3K ﹤0.01%
2,235
+610
1461
$31.2K ﹤0.01%
1,046
-107
1462
$31.2K ﹤0.01%
633
1463
$31K ﹤0.01%
400
+10
1464
$30.9K ﹤0.01%
674
+2
1465
$30.9K ﹤0.01%
100
1466
$30.8K ﹤0.01%
399
1467
$30.7K ﹤0.01%
2,000
1468
$30.5K ﹤0.01%
1,701
-3,800
1469
$30.4K ﹤0.01%
1,150
-40
1470
$30.4K ﹤0.01%
97
-12
1471
$30.4K ﹤0.01%
165
+6
1472
$30.3K ﹤0.01%
3,500
-6,500
1473
$30.3K ﹤0.01%
605
-435
1474
$29.9K ﹤0.01%
+2,702
1475
$29.8K ﹤0.01%
939
57 58
59
60 61