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
2151
$3.15K ﹤0.01%
400
2152
$3.09K ﹤0.01%
15
+2
2153
$3.08K ﹤0.01%
18
+3
2154
$3.07K ﹤0.01%
42
2155
$3.03K ﹤0.01%
443
2156
$3.02K ﹤0.01%
21
2157
$3.02K ﹤0.01%
170
2158
$3.01K ﹤0.01%
800
-650
2159
$3K ﹤0.01%
64
-33
2160
$2.98K ﹤0.01%
+30
2161
$2.97K ﹤0.01%
30
2162
$2.96K ﹤0.01%
283
2163
$2.96K ﹤0.01%
100
2164
$2.96K ﹤0.01%
22
-54
2165
$2.95K ﹤0.01%
64
+1
2166
$2.95K ﹤0.01%
278
+63
2167
$2.92K ﹤0.01%
77
+19
2168
$2.91K ﹤0.01%
+70
2169
$2.9K ﹤0.01%
313
2170
$2.89K ﹤0.01%
119
2171
$2.89K ﹤0.01%
290
2172
$2.89K ﹤0.01%
358
+33
2173
$2.87K ﹤0.01%
43
2174
$2.87K ﹤0.01%
+149
2175
$2.85K ﹤0.01%
112
85 86
87
88 89