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
476
$706K 0.02%
17,749
-1,331
477
$703K 0.02%
1,906
+133
478
$700K 0.02%
12,001
+38
479
$697K 0.02%
6,466
+55
480
$696K 0.02%
2,028
+101
481
$691K 0.02%
10,883
+4
482
$684K 0.02%
1,075
+370
483
$683K 0.02%
6,518
-14,733
484
$682K 0.02%
5,460
-279
485
$682K 0.02%
6,775
-871
486
$679K 0.02%
18,683
+1,192
487
$674K 0.02%
2,374
+289
488
$673K 0.02%
29,627
+1,706
489
$670K 0.02%
6,123
+5,485
490
$661K 0.02%
4,977
-19
491
$659K 0.02%
16,865
-2
492
$655K 0.02%
2,257
+146
493
$653K 0.02%
24,813
+4,862
494
$653K 0.02%
8,494
+5,270
495
$652K 0.02%
7,175
-14,472
496
$650K 0.02%
19,535
497
$645K 0.02%
4,985
-90
498
$643K 0.02%
4,796
+54
499
$632K 0.02%
13,302
+2,014
500
$626K 0.02%
+20,204
18 19
20
21 22