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
501
$621K 0.02%
91,126
-77,355
502
$619K 0.02%
17,430
-29
503
$619K 0.02%
14,581
-477
504
$618K 0.02%
17,619
+3
505
$615K 0.02%
3,188
+127
506
$611K 0.02%
15,149
-2
507
$606K 0.02%
14,004
-936
508
$603K 0.02%
2,727
+187
509
$599K 0.02%
2,025
+7
510
$597K 0.02%
+3,465
511
$596K 0.02%
4,543
-1,197
512
$587K 0.02%
10,429
-663
513
$584K 0.02%
19,610
-2,573
514
$583K 0.02%
13,335
+4,935
515
$581K 0.02%
17,285
-11,825
516
$575K 0.02%
+18,532
517
$568K 0.02%
10,631
518
$568K 0.02%
5,103
+978
519
$565K 0.02%
4,274
+1,698
520
$565K 0.02%
2,448
+491
521
$564K 0.02%
4,174
-9,751
522
$559K 0.02%
+18,626
523
$556K 0.02%
12,397
+2,634
524
$556K 0.02%
2,321
+1,663
525
$555K 0.02%
1,183
-40
19 20
21
22 23