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
1476
$29.6K ﹤0.01%
1,080
+17
1477
$29.4K ﹤0.01%
1,224
1478
$29.3K ﹤0.01%
916
+272
1479
$29.2K ﹤0.01%
317
-9,909
1480
$29.2K ﹤0.01%
+300
1481
$29.2K ﹤0.01%
1,007
1482
$29.2K ﹤0.01%
407
1483
$29.2K ﹤0.01%
343
+3
1484
$29.2K ﹤0.01%
+50
1485
$29K ﹤0.01%
+1,905
1486
$29K ﹤0.01%
+3,610
1487
$29K ﹤0.01%
528
1488
$29K ﹤0.01%
325
+22
1489
$29K ﹤0.01%
612
-10
1490
$29K ﹤0.01%
300
1491
$28.9K ﹤0.01%
202
+10
1492
$28.9K ﹤0.01%
+549
1493
$28.8K ﹤0.01%
356
+132
1494
$28.7K ﹤0.01%
1,035
+57
1495
$28.7K ﹤0.01%
643
-135
1496
$28.6K ﹤0.01%
861
+619
1497
$28.6K ﹤0.01%
576
1498
$28.5K ﹤0.01%
+1,385
1499
$28.4K ﹤0.01%
2,645
1500
$28.4K ﹤0.01%
138
-1
58 59
60
61 62