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
576
$451K 0.01%
3,545
+1,402
577
$449K 0.01%
3,444
-48
578
$448K 0.01%
4,096
-13,201
579
$448K 0.01%
3,997
-339
580
$446K 0.01%
3,323
-10,075
581
$445K 0.01%
4,179
-802
582
$445K 0.01%
11,800
+4,700
583
$441K 0.01%
+20,501
584
$440K 0.01%
5,207
+121
585
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1,008
+344
586
$438K 0.01%
912
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587
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11,130
588
$433K 0.01%
6,817
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589
$432K 0.01%
4,181
-312
590
$431K 0.01%
17,517
+2,628
591
$431K 0.01%
7,565
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592
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593
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54,470
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594
$427K 0.01%
16,894
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595
$425K 0.01%
52
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596
$425K 0.01%
37,700
-10,807
597
$423K 0.01%
+11,120
598
$423K 0.01%
1,265
-304
599
$420K 0.01%
6,520
-298
600
$420K 0.01%
11,303
+2
22 23
24
25 26