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
251
$1.89M 0.06%
17,138
-523
252
$1.88M 0.06%
33,106
+292
253
$1.87M 0.06%
7,371
+4,883
254
$1.85M 0.06%
58,891
-98
255
$1.85M 0.06%
48,617
-183
256
$1.84M 0.06%
10,411
-681
257
$1.83M 0.06%
369
+79
258
$1.82M 0.06%
5,353
+694
259
$1.82M 0.06%
24,272
260
$1.81M 0.06%
68,160
-5,185
261
$1.81M 0.06%
2,593
+1,487
262
$1.77M 0.06%
3,906
+1,352
263
$1.73M 0.05%
+14,292
264
$1.69M 0.05%
+12,949
265
$1.69M 0.05%
15,259
+14,408
266
$1.68M 0.05%
10,298
-5,744
267
$1.67M 0.05%
16,870
+323
268
$1.67M 0.05%
27,235
+7,201
269
$1.67M 0.05%
6,323
+1,707
270
$1.67M 0.05%
70,613
+1,642
271
$1.67M 0.05%
19,808
+699
272
$1.67M 0.05%
43,644
-7,214
273
$1.67M 0.05%
11,258
-59
274
$1.65M 0.05%
69,649
+1,750
275
$1.65M 0.05%
22,904
-599
9 10
11
12 13