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
1776
$12.7K ﹤0.01%
120
1777
$12.7K ﹤0.01%
421
+3
1778
$12.7K ﹤0.01%
200
1779
$12.7K ﹤0.01%
68
-1,141
1780
$12.6K ﹤0.01%
+250
1781
$12.6K ﹤0.01%
39
1782
$12.6K ﹤0.01%
2,795
+1,310
1783
$12.6K ﹤0.01%
93
+28
1784
$12.6K ﹤0.01%
114
+34
1785
$12.5K ﹤0.01%
74
-6,284
1786
$12.4K ﹤0.01%
71
-121
1787
$12.4K ﹤0.01%
293
1788
$12.4K ﹤0.01%
2,713
+89
1789
$12.2K ﹤0.01%
251
1790
$12.2K ﹤0.01%
267
1791
$12.2K ﹤0.01%
1,535
1792
$12.1K ﹤0.01%
200
1793
$12K ﹤0.01%
+400
1794
$11.9K ﹤0.01%
109
1795
$11.8K ﹤0.01%
1,385
+27
1796
$11.8K ﹤0.01%
105
1797
$11.7K ﹤0.01%
253
-21
1798
$11.7K ﹤0.01%
156
-86
1799
$11.6K ﹤0.01%
+291
1800
$11.6K ﹤0.01%
225
+25
70 71
72
73 74