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
351
$1.17M 0.04%
31,951
+4
352
$1.17M 0.04%
11,675
-596
353
$1.16M 0.04%
33,467
+17,005
354
$1.16M 0.04%
29,359
+15,005
355
$1.16M 0.04%
+37,296
356
$1.15M 0.04%
7,450
+228
357
$1.15M 0.04%
+43,717
358
$1.14M 0.04%
17,864
359
$1.14M 0.04%
30,451
-329
360
$1.14M 0.04%
9,576
+2,507
361
$1.14M 0.04%
45,733
+37,678
362
$1.14M 0.04%
10,740
-139
363
$1.14M 0.04%
32,268
-4
364
$1.13M 0.04%
18,883
-18,635
365
$1.12M 0.03%
17,601
-19,730
366
$1.12M 0.03%
19,794
-3,106
367
$1.12M 0.03%
15,925
-752
368
$1.12M 0.03%
25,067
-3,883
369
$1.11M 0.03%
51,865
-8,142
370
$1.11M 0.03%
13,426
-7,527
371
$1.1M 0.03%
12,894
+11,053
372
$1.09M 0.03%
28,783
+9,328
373
$1.09M 0.03%
10,210
-1,402
374
$1.09M 0.03%
21,921
+6,591
375
$1.07M 0.03%
+236,150
13 14
15
16 17