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
401
$969K 0.03%
4,561
-7,278
402
$966K 0.03%
23,224
+22,192
403
$959K 0.03%
30,944
+1,662
404
$947K 0.03%
23,561
-2,163
405
$946K 0.03%
11,849
+2,481
406
$945K 0.03%
36,260
+539
407
$943K 0.03%
+18,119
408
$938K 0.03%
12,371
+44
409
$929K 0.03%
12,025
+1,303
410
$927K 0.03%
+22,129
411
$921K 0.03%
10,938
-434
412
$918K 0.03%
9,713
-4,664
413
$917K 0.03%
3,614
+294
414
$914K 0.03%
21,416
-3,331
415
$909K 0.03%
24,234
-131
416
$909K 0.03%
8,002
+5,287
417
$908K 0.03%
25,744
+16,389
418
$902K 0.03%
28,776
-458
419
$893K 0.03%
3,103
+2,013
420
$892K 0.03%
8,504
-159
421
$891K 0.03%
5,450
+3
422
$887K 0.03%
9,101
-25
423
$879K 0.03%
15,510
-1,045
424
$871K 0.03%
37,586
+1,670
425
$869K 0.03%
28,555
+15,657
15 16
17
18 19