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
2051
$4.78K ﹤0.01%
210
+70
2052
$4.76K ﹤0.01%
218
-8
2053
$4.76K ﹤0.01%
164
-2
2054
$4.76K ﹤0.01%
59
2055
$4.73K ﹤0.01%
56
+5
2056
$4.72K ﹤0.01%
299
2057
$4.71K ﹤0.01%
227
2058
$4.71K ﹤0.01%
31
2059
$4.71K ﹤0.01%
181
2060
$4.7K ﹤0.01%
585
2061
$4.69K ﹤0.01%
1,000
2062
$4.69K ﹤0.01%
49
-1
2063
$4.64K ﹤0.01%
120
-21
2064
$4.64K ﹤0.01%
+500
2065
$4.62K ﹤0.01%
163
+1
2066
$4.62K ﹤0.01%
106
+14
2067
$4.61K ﹤0.01%
64
+18
2068
$4.61K ﹤0.01%
+162
2069
$4.6K ﹤0.01%
57
-297
2070
$4.58K ﹤0.01%
+138
2071
$4.57K ﹤0.01%
217
2072
$4.56K ﹤0.01%
+1,600
2073
$4.54K ﹤0.01%
182
2074
$4.54K ﹤0.01%
+56
2075
$4.53K ﹤0.01%
277
81 82
83
84 85