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
1726
$14.6K ﹤0.01%
438
+2
1727
$14.6K ﹤0.01%
1,103
+274
1728
$14.6K ﹤0.01%
324
1729
$14.5K ﹤0.01%
167
-198
1730
$14.5K ﹤0.01%
1,125
-692
1731
$14.5K ﹤0.01%
+282
1732
$14.4K ﹤0.01%
117
-199
1733
$14.4K ﹤0.01%
630
+6
1734
$14.4K ﹤0.01%
+1,000
1735
$14.4K ﹤0.01%
55
+4
1736
$14.4K ﹤0.01%
350
-44,324
1737
$14.2K ﹤0.01%
+57
1738
$14.2K ﹤0.01%
3,000
1739
$14.2K ﹤0.01%
578
-1
1740
$14.2K ﹤0.01%
384
+8
1741
$14.2K ﹤0.01%
1,906
-2,907
1742
$14.2K ﹤0.01%
151
-366
1743
$14.1K ﹤0.01%
98
+1
1744
$14.1K ﹤0.01%
29
-20
1745
$14K ﹤0.01%
231
+40
1746
$14K ﹤0.01%
67
-2
1747
$14K ﹤0.01%
223
+5
1748
$13.8K ﹤0.01%
500
-157
1749
$13.7K ﹤0.01%
12,250
-3,250
1750
$13.7K ﹤0.01%
216
+1
68 69
70
71 72