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
1801
$11.5K ﹤0.01%
902
1802
$11.4K ﹤0.01%
749
+5
1803
$11.4K ﹤0.01%
97
+46
1804
$11.3K ﹤0.01%
127
-108
1805
$11.3K ﹤0.01%
+18
1806
$11.3K ﹤0.01%
500
1807
$11.2K ﹤0.01%
4,300
1808
$11.1K ﹤0.01%
216
1809
$11.1K ﹤0.01%
434
-1,123
1810
$11K ﹤0.01%
400
1811
$10.7K ﹤0.01%
500
1812
$10.7K ﹤0.01%
456
+346
1813
$10.7K ﹤0.01%
150
1814
$10.6K ﹤0.01%
358
1815
$10.5K ﹤0.01%
500
1816
$10.5K ﹤0.01%
665
1817
$10.5K ﹤0.01%
58
1818
$10.4K ﹤0.01%
+128
1819
$10.4K ﹤0.01%
200
1820
$10.4K ﹤0.01%
1,276
1821
$10.3K ﹤0.01%
115
1822
$10.3K ﹤0.01%
152
+1
1823
$10.3K ﹤0.01%
400
-4
1824
$10.3K ﹤0.01%
818
+17
1825
$10.2K ﹤0.01%
929
+23
71 72
73
74 75