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
2176
$2.85K ﹤0.01%
+39
2177
$2.84K ﹤0.01%
85
-561
2178
$2.83K ﹤0.01%
3,629
-16,371
2179
$2.83K ﹤0.01%
50
2180
$2.81K ﹤0.01%
52
2181
$2.81K ﹤0.01%
18
2182
$2.79K ﹤0.01%
28
-197
2183
$2.77K ﹤0.01%
+33
2184
$2.76K ﹤0.01%
109
2185
$2.71K ﹤0.01%
39
+16
2186
$2.71K ﹤0.01%
40
2187
$2.69K ﹤0.01%
17
+2
2188
$2.64K ﹤0.01%
+44
2189
$2.64K ﹤0.01%
450
2190
$2.64K ﹤0.01%
37
2191
$2.63K ﹤0.01%
258
2192
$2.63K ﹤0.01%
65
2193
$2.57K ﹤0.01%
42
-71
2194
$2.57K ﹤0.01%
+12
2195
$2.57K ﹤0.01%
27
+2
2196
$2.56K ﹤0.01%
12
2197
$2.56K ﹤0.01%
88
2198
$2.55K ﹤0.01%
330
2199
$2.53K ﹤0.01%
10
-1
2200
$2.53K ﹤0.01%
34
+2
86 87
88
89 90