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
1751
$13.6K ﹤0.01%
371
1752
$13.6K ﹤0.01%
478
1753
$13.6K ﹤0.01%
236
1754
$13.5K ﹤0.01%
498
1755
$13.5K ﹤0.01%
50
+3
1756
$13.4K ﹤0.01%
163
1757
$13.4K ﹤0.01%
106
1758
$13.4K ﹤0.01%
1,045
1759
$13.4K ﹤0.01%
298
-262
1760
$13.3K ﹤0.01%
2,690
1761
$13.3K ﹤0.01%
+910
1762
$13.3K ﹤0.01%
310
1763
$13.3K ﹤0.01%
+207
1764
$13.3K ﹤0.01%
1,327
1765
$13.2K ﹤0.01%
+800
1766
$13.1K ﹤0.01%
600
1767
$13K ﹤0.01%
2,936
1768
$13K ﹤0.01%
181
+1
1769
$12.9K ﹤0.01%
1,441
1770
$12.9K ﹤0.01%
113
1771
$12.9K ﹤0.01%
346
+86
1772
$12.8K ﹤0.01%
116
+7
1773
$12.8K ﹤0.01%
467
+54
1774
$12.8K ﹤0.01%
1,302
1775
$12.8K ﹤0.01%
289