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
2101
$4.04K ﹤0.01%
+300
2102
$4.04K ﹤0.01%
429
-179
2103
$4.03K ﹤0.01%
70
-277
2104
$4.01K ﹤0.01%
49
2105
$3.98K ﹤0.01%
+200
2106
$3.97K ﹤0.01%
+44
2107
$3.96K ﹤0.01%
565
2108
$3.93K ﹤0.01%
218
-30
2109
$3.92K ﹤0.01%
174
2110
$3.91K ﹤0.01%
624
2111
$3.89K ﹤0.01%
212
2112
$3.86K ﹤0.01%
80
2113
$3.83K ﹤0.01%
142
+1
2114
$3.71K ﹤0.01%
100
2115
$3.7K ﹤0.01%
100
2116
$3.7K ﹤0.01%
70
+24
2117
$3.69K ﹤0.01%
+430
2118
$3.69K ﹤0.01%
42
2119
$3.69K ﹤0.01%
500
2120
$3.69K ﹤0.01%
160
2121
$3.68K ﹤0.01%
65
2122
$3.68K ﹤0.01%
+88
2123
$3.68K ﹤0.01%
200
2124
$3.67K ﹤0.01%
199
2125
$3.65K ﹤0.01%
75
83 84
85
86 87