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
2351
$1.09K ﹤0.01%
9
2352
$1.09K ﹤0.01%
22
2353
$1.09K ﹤0.01%
39
-32
2354
$1.09K ﹤0.01%
+52
2355
$1.09K ﹤0.01%
15
2356
$1.09K ﹤0.01%
+13
2357
$1.08K ﹤0.01%
422
2358
$1.08K ﹤0.01%
+20
2359
$1.07K ﹤0.01%
+100
2360
$1.06K ﹤0.01%
150
2361
$1.06K ﹤0.01%
+3
2362
$1.05K ﹤0.01%
116
2363
$1.04K ﹤0.01%
27
2364
$1.04K ﹤0.01%
28
-15
2365
$1.04K ﹤0.01%
24
-1
2366
$1.03K ﹤0.01%
+66
2367
$1.02K ﹤0.01%
26
2368
$1.02K ﹤0.01%
60
2369
$1.01K ﹤0.01%
+500
2370
$1K ﹤0.01%
65
2371
$1K ﹤0.01%
20
2372
$997 ﹤0.01%
3
-1
2373
$996 ﹤0.01%
47
+1
2374
$988 ﹤0.01%
24
+10
2375
$984 ﹤0.01%
300
93 94
95
96 97