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
2501
– –
-86
2502
– –
-7,669
2503
– –
-100
2504
– –
-141
2505
– –
-927
2506
– –
-2
2507
– –
-5,400
2508
– –
-17
2509
– –
-323
2510
– –
-100
2511
– –
-941
2512
– –
-13
2513
– –
-2,600
2514
– –
-2,100
2515
– –
-1,618
2516
– –
-1,022
2517
– –
-35
2518
– –
-701
2519
– –
-2,499
2520
– –
-311
2521
– –
-150
2522
– –
-30
2523
– –
-30
2524
– –
-8
2525
– –
-1,019
98 99 100
101
102