SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2501
– –
-264
2502
– –
-250
2503
– –
-2,000
2504
– –
-473
2505
– –
-20
2506
– –
-125
2507
– –
-16
2508
– –
-3,648
2509
– –
-111
2510
– –
-7,550
2511
– –
-8,000
2512
– –
-149
2513
– –
-500
2514
– –
-267
2515
– –
-18,790
2516
– –
-66
2517
– –
-17
2518
– –
-921
2519
– –
-3,001
2520
– –
-1,163
2521
– –
-1,758
2522
– –
-424
2523
– –
-200
2524
– –
-287
2525
– –
-225
98 99 100
101
102