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
276
$1.64M 0.05%
41,314
-563
277
$1.64M 0.05%
13,141
-617
278
$1.63M 0.05%
74,475
+1,263
279
$1.63M 0.05%
30,500
-600
280
$1.62M 0.05%
15,374
+2,305
281
$1.61M 0.05%
28,082
+3,608
282
$1.59M 0.05%
29,109
-336
283
$1.59M 0.05%
68,975
-6,817
284
$1.58M 0.05%
4,756
+3,344
285
$1.58M 0.05%
7,816
-137
286
$1.58M 0.05%
39,270
+26,740
287
$1.57M 0.05%
8,550
+3,916
288
$1.56M 0.05%
18,201
-1,121
289
$1.56M 0.05%
6,641
+1,062
290
$1.55M 0.05%
17,241
+1,669
291
$1.55M 0.05%
8,499
-31,594
292
$1.54M 0.05%
14,756
+21
293
$1.54M 0.05%
2,188
+11
294
$1.53M 0.05%
16,725
-354
295
$1.53M 0.05%
6,782
-2,526
296
$1.53M 0.05%
11,971
+570
297
$1.52M 0.05%
1,484
-5
298
$1.51M 0.05%
15,090
+41
299
$1.51M 0.05%
7,283
-822
300
$1.51M 0.05%
28,817
+5,490
10 11
12
13 14