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
1551
$24.6K ﹤0.01%
191
+4
1552
$24.5K ﹤0.01%
95
1553
$24.5K ﹤0.01%
610
1554
$24.4K ﹤0.01%
+1,075
1555
$24.2K ﹤0.01%
53
+2
1556
$24.1K ﹤0.01%
208
1557
$24.1K ﹤0.01%
+650
1558
$24.1K ﹤0.01%
+1,170
1559
$24.1K ﹤0.01%
500
1560
$24.1K ﹤0.01%
2,087
-1,638
1561
$24K ﹤0.01%
3,286
1562
$23.9K ﹤0.01%
190
+8
1563
$23.9K ﹤0.01%
282
+265
1564
$23.9K ﹤0.01%
+441
1565
$23.7K ﹤0.01%
585
1566
$23.7K ﹤0.01%
408
-35
1567
$23.7K ﹤0.01%
335
1568
$23.6K ﹤0.01%
87
+67
1569
$23.5K ﹤0.01%
128
1570
$23.4K ﹤0.01%
+555
1571
$23.4K ﹤0.01%
680
1572
$23.3K ﹤0.01%
500
1573
$23.3K ﹤0.01%
1,640
1574
$23.3K ﹤0.01%
119
1575
$23.2K ﹤0.01%
2,748