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
2251
$2.06K ﹤0.01%
112
+2
2252
$2.05K ﹤0.01%
96
-31
2253
$2.05K ﹤0.01%
38
2254
$2.03K ﹤0.01%
37
2255
$1.99K ﹤0.01%
816
2256
$1.99K ﹤0.01%
+20
2257
$1.99K ﹤0.01%
7
+2
2258
$1.99K ﹤0.01%
9
2259
$1.98K ﹤0.01%
79
2260
$1.97K ﹤0.01%
69
2261
$1.97K ﹤0.01%
22
2262
$1.96K ﹤0.01%
79
2263
$1.92K ﹤0.01%
34
2264
$1.91K ﹤0.01%
52
-441
2265
$1.89K ﹤0.01%
+42
2266
$1.86K ﹤0.01%
+8
2267
$1.86K ﹤0.01%
56
-9
2268
$1.86K ﹤0.01%
87
-9
2269
$1.85K ﹤0.01%
27
-181
2270
$1.84K ﹤0.01%
300
2271
$1.82K ﹤0.01%
129
+4
2272
$1.81K ﹤0.01%
107
2273
$1.8K ﹤0.01%
17
-29
2274
$1.79K ﹤0.01%
50
-16
2275
$1.79K ﹤0.01%
1,000
89 90
91
92 93