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
2401
$788 ﹤0.01%
4
2402
$779 ﹤0.01%
+66
2403
$776 ﹤0.01%
5
2404
$770 ﹤0.01%
12
2405
$761 ﹤0.01%
13
2406
$759 ﹤0.01%
13
2407
$734 ﹤0.01%
24
-45
2408
$720 ﹤0.01%
9
-99
2409
$702 ﹤0.01%
+45
2410
$675 ﹤0.01%
10
2411
$669 ﹤0.01%
+27
2412
$668 ﹤0.01%
+23
2413
$655 ﹤0.01%
33
2414
$647 ﹤0.01%
16
-33
2415
$641 ﹤0.01%
+398
2416
$641 ﹤0.01%
301
+1
2417
$636 ﹤0.01%
+4,888
2418
$630 ﹤0.01%
200
2419
$628 ﹤0.01%
+5
2420
$620 ﹤0.01%
4
2421
$620 ﹤0.01%
+6
2422
$594 ﹤0.01%
+54
2423
$589 ﹤0.01%
+33
2424
$586 ﹤0.01%
9
2425
$585 ﹤0.01%
+500
95 96
97
98 99