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
1651
$18.3K ﹤0.01%
+1,120
1652
$18.3K ﹤0.01%
246
1653
$18.2K ﹤0.01%
1,045
-500
1654
$18.1K ﹤0.01%
1,637
1655
$18K ﹤0.01%
+3,500
1656
$18K ﹤0.01%
2,243
1657
$17.9K ﹤0.01%
215
+9
1658
$17.8K ﹤0.01%
+2,000
1659
$17.7K ﹤0.01%
1,211
1660
$17.6K ﹤0.01%
1,295
+1,200
1661
$17.4K ﹤0.01%
+1,000
1662
$17.4K ﹤0.01%
907
-506
1663
$17.3K ﹤0.01%
58
1664
$17.3K ﹤0.01%
280
1665
$17.3K ﹤0.01%
337
1666
$17.2K ﹤0.01%
1,245
-230
1667
$17.2K ﹤0.01%
+1,691
1668
$17.2K ﹤0.01%
+600
1669
$17.2K ﹤0.01%
668
+8
1670
$17.1K ﹤0.01%
+100
1671
$17K ﹤0.01%
900
+400
1672
$17K ﹤0.01%
32
1673
$17K ﹤0.01%
5,190
-2,240
1674
$17K ﹤0.01%
4,160
+3,390
1675
$17K ﹤0.01%
8
65 66
67
68 69