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
1676
$16.9K ﹤0.01%
240
1677
$16.9K ﹤0.01%
175
1678
$16.8K ﹤0.01%
341
1679
$16.8K ﹤0.01%
35
+15
1680
$16.6K ﹤0.01%
3,200
1681
$16.6K ﹤0.01%
1,320
-681
1682
$16.6K ﹤0.01%
79
+16
1683
$16.6K ﹤0.01%
522
1684
$16.5K ﹤0.01%
365
1685
$16.4K ﹤0.01%
600
1686
$16.4K ﹤0.01%
+565
1687
$16.3K ﹤0.01%
+109
1688
$16.3K ﹤0.01%
200
1689
$16.2K ﹤0.01%
1,723
+150
1690
$16.1K ﹤0.01%
+102
1691
$16.1K ﹤0.01%
928
1692
$16.1K ﹤0.01%
2,089
-4,178
1693
$16K ﹤0.01%
469
1694
$16K ﹤0.01%
500
1695
$15.9K ﹤0.01%
+1,000
1696
$15.9K ﹤0.01%
+325
1697
$15.8K ﹤0.01%
+506
1698
$15.8K ﹤0.01%
232
+77
1699
$15.6K ﹤0.01%
+205
1700
$15.6K ﹤0.01%
189
+1