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
376
$1.06M 0.03%
26,232
+25,741
377
$1.06M 0.03%
3,561
+241
378
$1.06M 0.03%
16,059
+1
379
$1.06M 0.03%
+36,515
380
$1.06M 0.03%
2,030
-67
381
$1.05M 0.03%
46,185
+100
382
$1.05M 0.03%
+9,322
383
$1.04M 0.03%
18,338
+760
384
$1.04M 0.03%
23,885
-760
385
$1.04M 0.03%
+34,470
386
$1.03M 0.03%
9,975
-128
387
$1.03M 0.03%
8,953
+1,009
388
$1.03M 0.03%
29,897
-1,783
389
$1.03M 0.03%
4,643
+2,378
390
$1.03M 0.03%
9,753
-612
391
$1.02M 0.03%
11,884
-7,190
392
$1M 0.03%
5,609
+717
393
$999K 0.03%
+19,666
394
$998K 0.03%
27,954
-3,295
395
$991K 0.03%
3,673
+2,425
396
$984K 0.03%
7,134
-2,364
397
$983K 0.03%
3,960
-364
398
$978K 0.03%
+2,973
399
$972K 0.03%
3,832
-62
400
$971K 0.03%
12,103
+1,697
14 15
16
17 18