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
676
$331K 0.01%
2,814
+1
677
$330K 0.01%
12,062
-82
678
$329K 0.01%
6,208
+3
679
$329K 0.01%
6,616
680
$327K 0.01%
+45,950
681
$326K 0.01%
2,862
-473
682
$323K 0.01%
3,814
+148
683
$323K 0.01%
1,705
+1,546
684
$322K 0.01%
9,315
685
$321K 0.01%
12,444
-724
686
$320K 0.01%
100
+14
687
$320K 0.01%
39,960
-3,717
688
$319K 0.01%
5,677
-37
689
$319K 0.01%
1,884
+656
690
$316K 0.01%
+1,969
691
$314K 0.01%
+11,826
692
$313K 0.01%
5,888
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693
$312K 0.01%
8,748
+948
694
$311K 0.01%
11,965
+6,299
695
$307K 0.01%
1,320
+359
696
$306K 0.01%
7,254
-119
697
$306K 0.01%
6,613
+1,618
698
$306K 0.01%
7,100
+5,300
699
$305K 0.01%
+6,131
700
$304K 0.01%
+11,550
26 27
28
29 30