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
2376
$984 ﹤0.01%
9
+2
2377
$969 ﹤0.01%
16
+6
2378
$958 ﹤0.01%
10
2379
$946 ﹤0.01%
37
2380
$929 ﹤0.01%
51
2381
$929 ﹤0.01%
20
2382
$924 ﹤0.01%
78
2383
$924 ﹤0.01%
+15
2384
$917 ﹤0.01%
+53
2385
$906 ﹤0.01%
11
2386
$903 ﹤0.01%
4
2387
$899 ﹤0.01%
100
2388
$896 ﹤0.01%
+50
2389
$895 ﹤0.01%
13
-128
2390
$882 ﹤0.01%
75
2391
$874 ﹤0.01%
29
2392
$866 ﹤0.01%
+28
2393
$865 ﹤0.01%
100
2394
$843 ﹤0.01%
46
2395
$829 ﹤0.01%
7
2396
$828 ﹤0.01%
+300
2397
$822 ﹤0.01%
6
2398
$811 ﹤0.01%
+3
2399
$798 ﹤0.01%
77
+1
2400
$789 ﹤0.01%
12
-17,494
94 95
96
97 98