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
426
$868K 0.03%
4,905
+77
427
$857K 0.03%
5,169
-49
428
$854K 0.03%
11,045
+1,203
429
$850K 0.03%
+24,930
430
$847K 0.03%
6,833
-825
431
$826K 0.03%
9,743
-129
432
$822K 0.03%
3,867
-43
433
$822K 0.03%
2,809
-6,731
434
$819K 0.03%
9,174
+1,865
435
$815K 0.03%
25,400
-1,775
436
$812K 0.03%
13,858
+505
437
$809K 0.03%
7,451
-1
438
$807K 0.03%
6,581
-215
439
$806K 0.03%
1,550
+65
440
$800K 0.02%
20,545
441
$799K 0.02%
6,471
+3,206
442
$798K 0.02%
19,688
+14,636
443
$797K 0.02%
12,330
444
$793K 0.02%
22,311
+16,779
445
$793K 0.02%
12,590
+163
446
$790K 0.02%
14,753
-29
447
$790K 0.02%
23,301
+1,648
448
$790K 0.02%
41,862
+1,089
449
$786K 0.02%
4,193
+73
450
$785K 0.02%
14,150
+2,337
16 17
18
19 20