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
2201
$2.52K ﹤0.01%
+1,519
2202
$2.52K ﹤0.01%
523
2203
$2.52K ﹤0.01%
249
2204
$2.5K ﹤0.01%
600
2205
$2.5K ﹤0.01%
1,000
2206
$2.5K ﹤0.01%
38
-115
2207
$2.5K ﹤0.01%
230
2208
$2.5K ﹤0.01%
+125
2209
$2.49K ﹤0.01%
58
2210
$2.49K ﹤0.01%
59
-28
2211
$2.48K ﹤0.01%
783
2212
$2.48K ﹤0.01%
12
2213
$2.48K ﹤0.01%
124
+17
2214
$2.45K ﹤0.01%
40
2215
$2.44K ﹤0.01%
200
2216
$2.42K ﹤0.01%
+100
2217
$2.4K ﹤0.01%
+30
2218
$2.39K ﹤0.01%
25
2219
$2.38K ﹤0.01%
+120
2220
$2.38K ﹤0.01%
6
+2
2221
$2.37K ﹤0.01%
415
2222
$2.34K ﹤0.01%
75
2223
$2.34K ﹤0.01%
76
+26
2224
$2.34K ﹤0.01%
860
+60
2225
$2.33K ﹤0.01%
24
-8,773
87 88
89
90 91