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
526
$550K 0.02%
3,104
+217
527
$548K 0.02%
+26,800
528
$548K 0.02%
13,577
-332
529
$547K 0.02%
26,234
+2,255
530
$545K 0.02%
14,658
-10,674
531
$545K 0.02%
4,210
+549
532
$541K 0.02%
+18,476
533
$540K 0.02%
2,380
534
$539K 0.02%
2,562
+1,380
535
$537K 0.02%
+17,662
536
$534K 0.02%
+19,420
537
$526K 0.02%
66,903
+1,956
538
$525K 0.02%
4,676
-2,454
539
$525K 0.02%
46,524
+4,531
540
$523K 0.02%
10,821
+10,546
541
$519K 0.02%
+3,168
542
$516K 0.02%
+10,547
543
$514K 0.02%
18,565
-83
544
$508K 0.02%
25,320
-9,529
545
$506K 0.02%
1,961
+34
546
$505K 0.02%
4,226
-10,732
547
$502K 0.02%
6,420
-190
548
$501K 0.02%
13,615
549
$490K 0.02%
7,184
+312
550
$485K 0.02%
2,307
-268
20 21
22
23 24