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
1626
$19.8K ﹤0.01%
232
+14
1627
$19.8K ﹤0.01%
804
+120
1628
$19.7K ﹤0.01%
406
-90
1629
$19.7K ﹤0.01%
300
1630
$19.7K ﹤0.01%
115
+1
1631
$19.5K ﹤0.01%
3,605
+96
1632
$19.5K ﹤0.01%
284
+249
1633
$19.5K ﹤0.01%
42
+5
1634
$19.5K ﹤0.01%
108
+9
1635
$19.4K ﹤0.01%
424
1636
$19.2K ﹤0.01%
126
-129
1637
$19.1K ﹤0.01%
+126
1638
$19K ﹤0.01%
248
+78
1639
$19K ﹤0.01%
355
1640
$18.9K ﹤0.01%
200
1641
$18.9K ﹤0.01%
+417
1642
$18.9K ﹤0.01%
114
-29
1643
$18.8K ﹤0.01%
403
+80
1644
$18.8K ﹤0.01%
+2,000
1645
$18.7K ﹤0.01%
339
1646
$18.6K ﹤0.01%
532
+302
1647
$18.6K ﹤0.01%
1,890
+17
1648
$18.5K ﹤0.01%
755
-374
1649
$18.4K ﹤0.01%
+376
1650
$18.4K ﹤0.01%
1,820
+10
64 65
66
67 68