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
326
$1.34M 0.04%
1,425
+362
327
$1.34M 0.04%
24,840
-5,884
328
$1.33M 0.04%
28,737
-5,681
329
$1.33M 0.04%
4,589
+111
330
$1.32M 0.04%
7,113
-294
331
$1.31M 0.04%
32,219
-24,255
332
$1.31M 0.04%
34,942
+70
333
$1.3M 0.04%
6,457
+856
334
$1.29M 0.04%
+25,681
335
$1.27M 0.04%
8,846
+7,865
336
$1.26M 0.04%
4,783
-3,342
337
$1.24M 0.04%
9,481
+3,438
338
$1.24M 0.04%
9,767
+1,114
339
$1.24M 0.04%
7,218
-3,383
340
$1.24M 0.04%
46,528
+9
341
$1.24M 0.04%
3,431
+296
342
$1.23M 0.04%
2,912
-3,233
343
$1.23M 0.04%
23,804
-896
344
$1.23M 0.04%
22,689
345
$1.22M 0.04%
49,564
+15,437
346
$1.22M 0.04%
79,376
+5,594
347
$1.21M 0.04%
24,618
+476
348
$1.2M 0.04%
29,103
+3,883
349
$1.19M 0.04%
4,300
-4,695
350
$1.17M 0.04%
1,692
-164
12 13
14
15 16