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
2326
$1.28K ﹤0.01%
30
2327
$1.28K ﹤0.01%
100
2328
$1.28K ﹤0.01%
+47
2329
$1.27K ﹤0.01%
+56
2330
$1.27K ﹤0.01%
+85
2331
$1.26K ﹤0.01%
50
2332
$1.26K ﹤0.01%
8
-400
2333
$1.26K ﹤0.01%
+100
2334
$1.26K ﹤0.01%
7
+1
2335
$1.25K ﹤0.01%
6
-2
2336
$1.23K ﹤0.01%
+66
2337
$1.22K ﹤0.01%
23
2338
$1.21K ﹤0.01%
124
2339
$1.21K ﹤0.01%
13
2340
$1.2K ﹤0.01%
19
2341
$1.2K ﹤0.01%
77
-153
2342
$1.2K ﹤0.01%
8
-3
2343
$1.18K ﹤0.01%
100
2344
$1.15K ﹤0.01%
33
2345
$1.13K ﹤0.01%
+187
2346
$1.11K ﹤0.01%
31
2347
$1.11K ﹤0.01%
6
2348
$1.11K ﹤0.01%
33
2349
$1.1K ﹤0.01%
+10
2350
$1.1K ﹤0.01%
12
+4
92 93
94
95 96