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
651
$370K 0.01%
1,345
+3
652
$369K 0.01%
2,842
-47
653
$366K 0.01%
11,907
+1,536
654
$366K 0.01%
3,655
+2,778
655
$366K 0.01%
3,188
+2,293
656
$365K 0.01%
9,774
657
$362K 0.01%
13,993
+297
658
$360K 0.01%
8,644
+403
659
$359K 0.01%
4,648
+4,628
660
$357K 0.01%
12,979
-823
661
$357K 0.01%
3,033
+344
662
$356K 0.01%
20,824
+2,691
663
$353K 0.01%
1,978
+23
664
$351K 0.01%
9,331
-103
665
$350K 0.01%
3,796
+74
666
$349K 0.01%
4,442
-1,170
667
$349K 0.01%
2,306
+26
668
$348K 0.01%
716
-1,190
669
$348K 0.01%
3,290
+521
670
$346K 0.01%
1,751
+1,655
671
$343K 0.01%
3,110
672
$342K 0.01%
2,455
+1,249
673
$342K 0.01%
3,526
-97
674
$342K 0.01%
3,683
-1
675
$339K 0.01%
+1,953
25 26
27
28 29