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
2301
$1.52K ﹤0.01%
92
2302
$1.52K ﹤0.01%
43
2303
$1.52K ﹤0.01%
+258
2304
$1.52K ﹤0.01%
10
2305
$1.49K ﹤0.01%
+39
2306
$1.48K ﹤0.01%
19
2307
$1.48K ﹤0.01%
107
2308
$1.48K ﹤0.01%
18
-313
2309
$1.46K ﹤0.01%
229
2310
$1.45K ﹤0.01%
+160
2311
$1.43K ﹤0.01%
+359
2312
$1.42K ﹤0.01%
38
+1
2313
$1.41K ﹤0.01%
115
2314
$1.4K ﹤0.01%
6
-1
2315
$1.4K ﹤0.01%
175
2316
$1.39K ﹤0.01%
30
2317
$1.39K ﹤0.01%
370
2318
$1.39K ﹤0.01%
+52
2319
$1.38K ﹤0.01%
+26
2320
$1.36K ﹤0.01%
39
2321
$1.34K ﹤0.01%
51
2322
$1.32K ﹤0.01%
40
2323
$1.3K ﹤0.01%
+40
2324
$1.29K ﹤0.01%
30
2325
$1.29K ﹤0.01%
+187
91 92
93
94 95