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
1876
$8.7K ﹤0.01%
200
1877
$8.68K ﹤0.01%
438
1878
$8.65K ﹤0.01%
656
1879
$8.64K ﹤0.01%
80
1880
$8.64K ﹤0.01%
111
1881
$8.59K ﹤0.01%
408
-6
1882
$8.59K ﹤0.01%
535
1883
$8.57K ﹤0.01%
293
1884
$8.56K ﹤0.01%
211
+6
1885
$8.55K ﹤0.01%
200
1886
$8.51K ﹤0.01%
4,500
1887
$8.49K ﹤0.01%
600
1888
$8.46K ﹤0.01%
190
1889
$8.45K ﹤0.01%
207
+3
1890
$8.27K ﹤0.01%
92
+1
1891
$8.27K ﹤0.01%
750
1892
$8.21K ﹤0.01%
227
+22
1893
$8.19K ﹤0.01%
+3,704
1894
$8.17K ﹤0.01%
260
1895
$8.11K ﹤0.01%
2,600
-27,200
1896
$8.09K ﹤0.01%
351
+15
1897
$8.09K ﹤0.01%
400
-1,400
1898
$8.09K ﹤0.01%
125
1899
$8.06K ﹤0.01%
111
+2
1900
$8.06K ﹤0.01%
349
+118
74 75
76
77 78