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
626
$400K 0.01%
13,191
-383
627
$400K 0.01%
3,863
+1,787
628
$398K 0.01%
14,932
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629
$397K 0.01%
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630
$397K 0.01%
746
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631
$397K 0.01%
92,144
+66,911
632
$397K 0.01%
27,951
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633
$396K 0.01%
4,673
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634
$393K 0.01%
762
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635
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8,145
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636
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9,352
637
$388K 0.01%
915
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638
$387K 0.01%
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639
$386K 0.01%
7,649
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640
$385K 0.01%
17,474
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$385K 0.01%
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3,290
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644
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$378K 0.01%
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646
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647
$376K 0.01%
6,461
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648
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5,205
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649
$374K 0.01%
6,622
+1,455
650
$373K 0.01%
8,833
-194
24 25
26
27 28