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
1951
$7.07K ﹤0.01%
+300
1952
$7.04K ﹤0.01%
+175
1953
$7.04K ﹤0.01%
347
+93
1954
$6.99K ﹤0.01%
42
1955
$6.98K ﹤0.01%
139
+2
1956
$6.89K ﹤0.01%
59
1957
$6.87K ﹤0.01%
910
1958
$6.87K ﹤0.01%
100
1959
$6.87K ﹤0.01%
100
+70
1960
$6.84K ﹤0.01%
105
-500
1961
$6.84K ﹤0.01%
350
1962
$6.84K ﹤0.01%
+121
1963
$6.79K ﹤0.01%
+104
1964
$6.79K ﹤0.01%
142
1965
$6.76K ﹤0.01%
200
1966
$6.74K ﹤0.01%
88
1967
$6.7K ﹤0.01%
250
-950
1968
$6.69K ﹤0.01%
+61
1969
$6.69K ﹤0.01%
899
1970
$6.65K ﹤0.01%
60
+21
1971
$6.64K ﹤0.01%
175
1972
$6.64K ﹤0.01%
210
1973
$6.63K ﹤0.01%
244
-5
1974
$6.58K ﹤0.01%
40
+4
1975
$6.58K ﹤0.01%
677
77 78
79
80 81