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
1851
$9.37K ﹤0.01%
+525
1852
$9.34K ﹤0.01%
250
1853
$9.33K ﹤0.01%
500
1854
$9.32K ﹤0.01%
275
1855
$9.26K ﹤0.01%
+59
1856
$9.19K ﹤0.01%
1,110
+5
1857
$9.17K ﹤0.01%
169
-400
1858
$9.03K ﹤0.01%
36
-14
1859
$9.02K ﹤0.01%
31
-2
1860
$9.01K ﹤0.01%
1,946
-4,064
1861
$9.01K ﹤0.01%
264
1862
$9.01K ﹤0.01%
+270
1863
$8.99K ﹤0.01%
354
-246
1864
$8.98K ﹤0.01%
+340
1865
$8.96K ﹤0.01%
+493
1866
$8.95K ﹤0.01%
189
1867
$8.94K ﹤0.01%
+1,110
1868
$8.91K ﹤0.01%
585
+60
1869
$8.85K ﹤0.01%
122
1870
$8.83K ﹤0.01%
99
1871
$8.81K ﹤0.01%
490
-50
1872
$8.81K ﹤0.01%
67
1873
$8.73K ﹤0.01%
1,000
1874
$8.7K ﹤0.01%
129
+5
1875
$8.7K ﹤0.01%
200
-51
73 74
75
76 77