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
1701
$15.6K ﹤0.01%
3,000
-4,000
1702
$15.5K ﹤0.01%
700
+500
1703
$15.5K ﹤0.01%
13
1704
$15.5K ﹤0.01%
89
+2
1705
$15.4K ﹤0.01%
102
1706
$15.4K ﹤0.01%
482
+35
1707
$15.4K ﹤0.01%
500
1708
$15.3K ﹤0.01%
400
-6,865
1709
$15.3K ﹤0.01%
2,000
1710
$15.3K ﹤0.01%
429
1711
$15.3K ﹤0.01%
+435
1712
$15.2K ﹤0.01%
138
1713
$15.1K ﹤0.01%
340
+14
1714
$15.1K ﹤0.01%
500
1715
$15.1K ﹤0.01%
+485
1716
$15K ﹤0.01%
+1,000
1717
$15K ﹤0.01%
265
-135
1718
$14.9K ﹤0.01%
1,000
1719
$14.9K ﹤0.01%
500
1720
$14.9K ﹤0.01%
148
1721
$14.9K ﹤0.01%
707
+379
1722
$14.9K ﹤0.01%
143
+1
1723
$14.8K ﹤0.01%
485
1724
$14.7K ﹤0.01%
334
-6
1725
$14.6K ﹤0.01%
110
+12
67 68
69
70 71