SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$21.1M
2
+$17.8M
3
+$13.1M
4
PG icon
Procter & Gamble
PG
+$11.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M

Top Sells

1
+$15.1M
2
+$14.3M
3
+$6.87M
4
CTAS icon
Cintas
CTAS
+$6.64M
5
ADBE icon
Adobe
ADBE
+$5.59M

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
2526
– –
-9,690
2527
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-100
2528
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-1,400
2529
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-128
2530
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-125
2531
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-16
2532
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-3,648
2533
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-111
2534
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-7,550
2535
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-880
2536
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-22,200
2537
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-132
2538
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-16,017
2539
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-2,806
2540
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-6,436
2541
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-410
2542
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-165
2543
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-3,203
2544
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2545
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-8,000
2546
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-149
2547
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-500
2548
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-17
2549
– –
-1,996
2550
– –
-25
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