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
301
$1.5M 0.05%
30,679
+2,609
302
$1.48M 0.05%
8,792
+6,384
303
$1.48M 0.05%
+15,418
304
$1.47M 0.05%
30,801
-831
305
$1.47M 0.05%
3,285
-13
306
$1.47M 0.05%
11,658
+211
307
$1.46M 0.05%
16,412
-43,099
308
$1.46M 0.05%
11,525
+3,666
309
$1.46M 0.05%
6,345
-3,361
310
$1.45M 0.05%
6,203
+1,107
311
$1.44M 0.04%
51,813
+14,225
312
$1.44M 0.04%
12,264
+685
313
$1.44M 0.04%
42,608
-1,761
314
$1.44M 0.04%
15,560
+1,295
315
$1.43M 0.04%
4,414
-940
316
$1.4M 0.04%
2,462
-20
317
$1.4M 0.04%
14,030
+506
318
$1.4M 0.04%
11,071
+871
319
$1.39M 0.04%
55,657
+44,450
320
$1.38M 0.04%
6,189
-583
321
$1.38M 0.04%
41,990
-7,559
322
$1.37M 0.04%
8,229
+1,993
323
$1.37M 0.04%
5,252
-253
324
$1.35M 0.04%
81,455
+18,824
325
$1.35M 0.04%
30,405
11 12
13
14 15