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
1526
$26.6K ﹤0.01%
918
+13
1527
$26.4K ﹤0.01%
436
+79
1528
$26.3K ﹤0.01%
481
1529
$26.2K ﹤0.01%
202
1530
$26.1K ﹤0.01%
1,035
1531
$26K ﹤0.01%
+190
1532
$26K ﹤0.01%
+962
1533
$26K ﹤0.01%
4,911
+101
1534
$26K ﹤0.01%
+334
1535
$25.9K ﹤0.01%
+1,515
1536
$25.7K ﹤0.01%
160
+21
1537
$25.5K ﹤0.01%
241
1538
$25.4K ﹤0.01%
1,220
1539
$25.4K ﹤0.01%
616
-218
1540
$25.3K ﹤0.01%
1,063
-126
1541
$25.2K ﹤0.01%
695
-125
1542
$25.1K ﹤0.01%
114
1543
$25K ﹤0.01%
+928
1544
$25K ﹤0.01%
2,700
-506
1545
$25K ﹤0.01%
+1,110
1546
$24.9K ﹤0.01%
252
1547
$24.8K ﹤0.01%
824
1548
$24.7K ﹤0.01%
485
1549
$24.7K ﹤0.01%
475
+195
1550
$24.7K ﹤0.01%
1,217
+59
60 61
62
63 64