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
2226
$2.31K ﹤0.01%
+117
2227
$2.31K ﹤0.01%
200
2228
$2.25K ﹤0.01%
+89
2229
$2.25K ﹤0.01%
138
-45
2230
$2.25K ﹤0.01%
65
2231
$2.24K ﹤0.01%
83
2232
$2.24K ﹤0.01%
710
2233
$2.22K ﹤0.01%
25
2234
$2.2K ﹤0.01%
+429
2235
$2.17K ﹤0.01%
+1,200
2236
$2.17K ﹤0.01%
48
-37
2237
$2.17K ﹤0.01%
31
-8
2238
$2.16K ﹤0.01%
664
2239
$2.15K ﹤0.01%
+32
2240
$2.14K ﹤0.01%
58
+1
2241
$2.14K ﹤0.01%
100
2242
$2.13K ﹤0.01%
87
2243
$2.13K ﹤0.01%
60
2244
$2.13K ﹤0.01%
55
2245
$2.12K ﹤0.01%
844
2246
$2.12K ﹤0.01%
+33
2247
$2.11K ﹤0.01%
39
+8
2248
$2.1K ﹤0.01%
44
2249
$2.08K ﹤0.01%
42
2250
$2.07K ﹤0.01%
+144
88 89
90
91 92