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
1601
$21.5K ﹤0.01%
658
+62
1602
$21.4K ﹤0.01%
2,818
1603
$21.3K ﹤0.01%
404
-602
1604
$21.3K ﹤0.01%
428
1605
$21.3K ﹤0.01%
5,594
1606
$21.2K ﹤0.01%
425
1607
$21.1K ﹤0.01%
349
1608
$21.1K ﹤0.01%
+825
1609
$21K ﹤0.01%
127
1610
$20.9K ﹤0.01%
346
-203
1611
$20.8K ﹤0.01%
195
+75
1612
$20.7K ﹤0.01%
+200
1613
$20.7K ﹤0.01%
63
-2
1614
$20.7K ﹤0.01%
310
-533
1615
$20.6K ﹤0.01%
161
+1
1616
$20.4K ﹤0.01%
+1,205
1617
$20.4K ﹤0.01%
156
+19
1618
$20.4K ﹤0.01%
294
+27
1619
$20.3K ﹤0.01%
1,388
+410
1620
$20.3K ﹤0.01%
+421
1621
$20.1K ﹤0.01%
519
1622
$20.1K ﹤0.01%
543
+2
1623
$20K ﹤0.01%
2,000
1624
$20K ﹤0.01%
+860
1625
$19.9K ﹤0.01%
5,359
-4,160
63 64
65
66 67