SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
1826
$10.1K ﹤0.01%
146
+19
1827
$10.1K ﹤0.01%
24
-5
1828
$10K ﹤0.01%
344
+245
1829
$10K ﹤0.01%
50
1830
$9.98K ﹤0.01%
200
1831
$9.97K ﹤0.01%
+356
1832
$9.94K ﹤0.01%
70
-9
1833
$9.91K ﹤0.01%
+450
1834
$9.91K ﹤0.01%
119
1835
$9.88K ﹤0.01%
+100
1836
$9.85K ﹤0.01%
408
1837
$9.79K ﹤0.01%
158
-280
1838
$9.75K ﹤0.01%
+296
1839
$9.74K ﹤0.01%
130
-75
1840
$9.72K ﹤0.01%
+515
1841
$9.66K ﹤0.01%
301
+131
1842
$9.61K ﹤0.01%
100
1843
$9.59K ﹤0.01%
+110
1844
$9.55K ﹤0.01%
200
1845
$9.53K ﹤0.01%
105
1846
$9.52K ﹤0.01%
352
1847
$9.48K ﹤0.01%
166
+9
1848
$9.38K ﹤0.01%
193
+10
1849
$9.38K ﹤0.01%
486
1850
$9.37K ﹤0.01%
50
+3
72 73
74
75 76