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
2126
$3.65K ﹤0.01%
750
2127
$3.64K ﹤0.01%
55
2128
$3.6K ﹤0.01%
57
-16
2129
$3.57K ﹤0.01%
1,000
2130
$3.55K ﹤0.01%
66
-22
2131
$3.54K ﹤0.01%
475
2132
$3.51K ﹤0.01%
84
2133
$3.51K ﹤0.01%
152
-53
2134
$3.51K ﹤0.01%
435
2135
$3.5K ﹤0.01%
71
+1
2136
$3.46K ﹤0.01%
132
-68
2137
$3.46K ﹤0.01%
+295
2138
$3.42K ﹤0.01%
111
2139
$3.41K ﹤0.01%
180
-2,000
2140
$3.4K ﹤0.01%
89
2141
$3.39K ﹤0.01%
40
2142
$3.37K ﹤0.01%
55
+4
2143
$3.31K ﹤0.01%
44
-153
2144
$3.31K ﹤0.01%
+92
2145
$3.28K ﹤0.01%
+128
2146
$3.24K ﹤0.01%
763
2147
$3.21K ﹤0.01%
+53
2148
$3.17K ﹤0.01%
554
2149
$3.15K ﹤0.01%
308
2150
$3.15K ﹤0.01%
+21
84 85
86
87 88