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
226
$2.4M 0.07%
20,662
+607
227
$2.37M 0.07%
38,053
-2,777
228
$2.36M 0.07%
56,106
-3,845
229
$2.28M 0.07%
9,688
-1,294
230
$2.28M 0.07%
8,247
+5,958
231
$2.27M 0.07%
112,593
+5,959
232
$2.26M 0.07%
26,488
-759
233
$2.23M 0.07%
17,324
+2,269
234
$2.14M 0.07%
+28,865
235
$2.11M 0.07%
27,009
-896
236
$2.1M 0.07%
17,446
+197
237
$2.07M 0.06%
34,429
238
$2.07M 0.06%
15,706
-35
239
$2.06M 0.06%
49,248
-528
240
$2.06M 0.06%
47,136
-1,572
241
$2.04M 0.06%
21,063
+1,562
242
$2.03M 0.06%
5,320
+100
243
$2.02M 0.06%
102,958
+2,320
244
$2M 0.06%
50,017
-7,637
245
$1.97M 0.06%
8,638
-6,949
246
$1.95M 0.06%
18,731
+1
247
$1.95M 0.06%
+80,958
248
$1.95M 0.06%
63,072
-8,131
249
$1.93M 0.06%
200,123
-2,474
250
$1.92M 0.06%
16,656
-883
8 9
10
11 12