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
601
$419K 0.01%
29,976
+10,465
602
$419K 0.01%
+14,744
603
$418K 0.01%
6,386
-351
604
$418K 0.01%
706
+4
605
$416K 0.01%
13,030
-1,006
606
$415K 0.01%
14,813
-2,601
607
$414K 0.01%
10,379
-13,716
608
$413K 0.01%
4,073
+10
609
$413K 0.01%
1,677
-17
610
$412K 0.01%
1,951
+119
611
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+5,840
612
$410K 0.01%
13,098
+2,895
613
$409K 0.01%
4,113
+313
614
$409K 0.01%
6,336
615
$409K 0.01%
9,455
616
$408K 0.01%
1,202
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617
$407K 0.01%
21,932
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618
$406K 0.01%
7,155
619
$406K 0.01%
11,314
-2
620
$406K 0.01%
12,569
-46,195
621
$405K 0.01%
3,633
-396
622
$405K 0.01%
8,642
-1,121
623
$404K 0.01%
12,005
624
$404K 0.01%
1,633
-3
625
$402K 0.01%
+38,243
23 24
25
26 27