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
551
$485K 0.02%
25,939
-599
552
$484K 0.02%
8,602
+4,509
553
$483K 0.02%
10,940
+1,704
554
$483K 0.02%
2,789
+79
555
$477K 0.01%
5,127
+159
556
$476K 0.01%
7,599
-69
557
$473K 0.01%
15,526
+8,866
558
$472K 0.01%
5,300
-1,042
559
$471K 0.01%
5,756
-1,011
560
$469K 0.01%
14,683
561
$469K 0.01%
+25,814
562
$464K 0.01%
2,475
+52
563
$464K 0.01%
6,867
+185
564
$462K 0.01%
2,044
565
$460K 0.01%
+18,570
566
$460K 0.01%
19,606
+4,315
567
$459K 0.01%
2,794
-103
568
$458K 0.01%
5,275
+460
569
$458K 0.01%
4,331
+16
570
$457K 0.01%
2,151
-80
571
$456K 0.01%
7,204
+151
572
$456K 0.01%
4,769
573
$455K 0.01%
6,782
+293
574
$453K 0.01%
4,066
+2,404
575
$451K 0.01%
3,493
-44
21 22
23
24 25