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
2276
$1.79K ﹤0.01%
36
-715
2277
$1.78K ﹤0.01%
10
-8
2278
$1.75K ﹤0.01%
22
-84
2279
$1.75K ﹤0.01%
115
-2,000
2280
$1.73K ﹤0.01%
34
2281
$1.71K ﹤0.01%
98
2282
$1.68K ﹤0.01%
+1,000
2283
$1.68K ﹤0.01%
70
2284
$1.68K ﹤0.01%
87
2285
$1.67K ﹤0.01%
+32
2286
$1.65K ﹤0.01%
77
2287
$1.63K ﹤0.01%
300
2288
$1.63K ﹤0.01%
+129
2289
$1.62K ﹤0.01%
200
2290
$1.6K ﹤0.01%
39
2291
$1.6K ﹤0.01%
7
-59
2292
$1.6K ﹤0.01%
50
2293
$1.6K ﹤0.01%
50
2294
$1.58K ﹤0.01%
+113
2295
$1.57K ﹤0.01%
+68
2296
$1.57K ﹤0.01%
1,400
+2
2297
$1.55K ﹤0.01%
55
+15
2298
$1.55K ﹤0.01%
10
2299
$1.54K ﹤0.01%
37
+1
2300
$1.53K ﹤0.01%
45
90 91
92
93 94