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
451
$774K 0.02%
15,345
+6,003
452
$773K 0.02%
10,980
+7
453
$765K 0.02%
33,365
-2,088
454
$765K 0.02%
19,950
+3,527
455
$762K 0.02%
+31,331
456
$760K 0.02%
3,741
+731
457
$751K 0.02%
17,357
+1
458
$750K 0.02%
441
+426
459
$749K 0.02%
25,647
-6,566
460
$746K 0.02%
11,116
-531
461
$744K 0.02%
46,810
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462
$744K 0.02%
32,282
463
$742K 0.02%
19,310
+5,950
464
$738K 0.02%
18,325
-1,768
465
$737K 0.02%
17,038
+2,532
466
$736K 0.02%
19,104
467
$733K 0.02%
19,171
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468
$728K 0.02%
11,134
-798
469
$726K 0.02%
+26,133
470
$723K 0.02%
+20,637
471
$722K 0.02%
6,190
+68
472
$719K 0.02%
12,171
-830
473
$716K 0.02%
9,456
-819
474
$711K 0.02%
2,540
-9
475
$706K 0.02%
5,483
-610
17 18
19
20 21