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
701
$303K 0.01%
19,537
+326
702
$303K 0.01%
2,070
+1,859
703
$303K 0.01%
+9,189
704
$301K 0.01%
9,759
+314
705
$301K 0.01%
14,429
+13,429
706
$301K 0.01%
7,954
707
$300K 0.01%
4,568
+906
708
$300K 0.01%
9,010
+3,000
709
$299K 0.01%
11,009
-32,552
710
$298K 0.01%
+12,584
711
$298K 0.01%
1,952
-1
712
$297K 0.01%
243
-975
713
$295K 0.01%
16,082
-6,502
714
$295K 0.01%
6,504
-707
715
$294K 0.01%
2,435
+1,892
716
$292K 0.01%
3,275
-29
717
$291K 0.01%
+11,600
718
$290K 0.01%
11,400
+1,400
719
$290K 0.01%
2,841
+685
720
$288K 0.01%
4,915
+4,504
721
$288K 0.01%
5,757
-85
722
$285K 0.01%
5,130
-2,550
723
$284K 0.01%
+26,823
724
$283K 0.01%
3,703
+94
725
$280K 0.01%
+7,627
27 28
29
30 31