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
26
$22.8M 0.71%
95,060
+911
27
$22.3M 0.69%
169,562
+8,025
28
$21.8M 0.68%
310,111
+47,818
29
$20.7M 0.64%
203,899
+5,985
30
$20.7M 0.64%
51,496
-150
31
$20.3M 0.63%
119,907
+1,651
32
$19.8M 0.61%
+417,948
33
$19.7M 0.61%
221,160
+18,080
34
$19.1M 0.59%
100,276
+7,796
35
$18.3M 0.57%
57,999
+2,333
36
$17.9M 0.56%
343,179
-54,431
37
$17.3M 0.54%
32,119
-2,206
38
$17M 0.53%
33,286
+1,638
39
$16.6M 0.52%
71,802
+10,649
40
$16.3M 0.51%
36,002
-2,634
41
$16.1M 0.5%
307,978
-75,219
42
$15.9M 0.49%
+31,333
43
$15.4M 0.48%
241,574
+1,079
44
$15.3M 0.47%
168,961
+9,829
45
$15M 0.47%
135,682
+14,970
46
$14.9M 0.46%
38,241
+5,135
47
$14.9M 0.46%
238,333
-235,909
48
$13.7M 0.43%
59,128
-61,653
49
$13.7M 0.43%
127,431
-454
50
$13M 0.4%
145,846
-2,764
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2
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