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
1576
$23.1K ﹤0.01%
293
+1
1577
$22.9K ﹤0.01%
410
+200
1578
$22.8K ﹤0.01%
2,700
1579
$22.8K ﹤0.01%
1,156
-661
1580
$22.8K ﹤0.01%
559
-51
1581
$22.8K ﹤0.01%
215
-3
1582
$22.7K ﹤0.01%
+247
1583
$22.6K ﹤0.01%
2,103
-2,955
1584
$22.6K ﹤0.01%
1,860
1585
$22.6K ﹤0.01%
+700
1586
$22.6K ﹤0.01%
193
-4
1587
$22.6K ﹤0.01%
+2,300
1588
$22.5K ﹤0.01%
1,020
+562
1589
$22.4K ﹤0.01%
2,539
1590
$22.2K ﹤0.01%
+6,280
1591
$22.2K ﹤0.01%
300
+200
1592
$22.2K ﹤0.01%
200
1593
$22.1K ﹤0.01%
+120
1594
$22K ﹤0.01%
338
1595
$22K ﹤0.01%
166
-126
1596
$21.9K ﹤0.01%
184
-18
1597
$21.9K ﹤0.01%
+1,039
1598
$21.8K ﹤0.01%
475
1599
$21.7K ﹤0.01%
272
+1
1600
$21.7K ﹤0.01%
440
62 63
64
65 66