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
1501
$28.3K ﹤0.01%
319
-14
1502
$28.2K ﹤0.01%
361
-17
1503
$28.1K ﹤0.01%
+532
1504
$28.1K ﹤0.01%
2,240
1505
$28.1K ﹤0.01%
2,682
-853
1506
$28K ﹤0.01%
+1,025
1507
$27.8K ﹤0.01%
394
-1
1508
$27.3K ﹤0.01%
3,393
-450
1509
$27.3K ﹤0.01%
1,161
1510
$27.3K ﹤0.01%
1,501
-2
1511
$27.3K ﹤0.01%
+2,484
1512
$27.2K ﹤0.01%
200
1513
$27.2K ﹤0.01%
1,796
1514
$27.2K ﹤0.01%
+909
1515
$27.2K ﹤0.01%
1,353
+3
1516
$27.1K ﹤0.01%
1,300
1517
$27.1K ﹤0.01%
240
+17
1518
$27K ﹤0.01%
225,000
+4,500
1519
$26.9K ﹤0.01%
5,504
+4,352
1520
$26.9K ﹤0.01%
+4,270
1521
$26.9K ﹤0.01%
777
-37
1522
$26.8K ﹤0.01%
1,043
1523
$26.8K ﹤0.01%
196
-2
1524
$26.7K ﹤0.01%
+1,025
1525
$26.7K ﹤0.01%
+1,376
59 60
61
62 63