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
1901
$8.02K ﹤0.01%
+610
1902
$8.01K ﹤0.01%
1,000
1903
$8K ﹤0.01%
2,046
1904
$7.97K ﹤0.01%
+200
1905
$7.96K ﹤0.01%
+269
1906
$7.92K ﹤0.01%
143
-84
1907
$7.91K ﹤0.01%
546
+47
1908
$7.88K ﹤0.01%
500
1909
$7.86K ﹤0.01%
617
1910
$7.85K ﹤0.01%
109
+2
1911
$7.84K ﹤0.01%
+200
1912
$7.75K ﹤0.01%
194
1913
$7.7K ﹤0.01%
170
-30,634
1914
$7.66K ﹤0.01%
541
1915
$7.63K ﹤0.01%
63
1916
$7.62K ﹤0.01%
+1,000
1917
$7.61K ﹤0.01%
486
1918
$7.61K ﹤0.01%
800
1919
$7.6K ﹤0.01%
+224
1920
$7.59K ﹤0.01%
79
-80
1921
$7.59K ﹤0.01%
+186
1922
$7.58K ﹤0.01%
300
1923
$7.57K ﹤0.01%
100
1924
$7.56K ﹤0.01%
230
1925
$7.54K ﹤0.01%
209
+1
75 76
77
78 79