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
2076
$4.52K ﹤0.01%
96
+13
2077
$4.51K ﹤0.01%
88
2078
$4.51K ﹤0.01%
142
+22
2079
$4.5K ﹤0.01%
80
2080
$4.48K ﹤0.01%
+77
2081
$4.45K ﹤0.01%
113
2082
$4.38K ﹤0.01%
516
+26
2083
$4.37K ﹤0.01%
125
2084
$4.34K ﹤0.01%
38
+8
2085
$4.26K ﹤0.01%
70
2086
$4.25K ﹤0.01%
335
-293
2087
$4.24K ﹤0.01%
77
2088
$4.23K ﹤0.01%
330
2089
$4.23K ﹤0.01%
107
2090
$4.23K ﹤0.01%
167
-127
2091
$4.22K ﹤0.01%
+400
2092
$4.19K ﹤0.01%
83
2093
$4.19K ﹤0.01%
372
2094
$4.18K ﹤0.01%
+134
2095
$4.17K ﹤0.01%
519
2096
$4.14K ﹤0.01%
133
2097
$4.12K ﹤0.01%
39
-3
2098
$4.1K ﹤0.01%
68
+1
2099
$4.09K ﹤0.01%
135
-53
2100
$4.05K ﹤0.01%
201
82 83
84
85 86