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
51
$12.6M 0.39%
+307,708
52
$12.5M 0.39%
44,949
-739
53
$12.3M 0.38%
30,470
+4,329
54
$11.9M 0.37%
66,639
+1,978
55
$11.8M 0.37%
23,696
+4,904
56
$11.7M 0.36%
11,048
+378
57
$11.5M 0.36%
35,693
+5,534
58
$11.5M 0.36%
63,075
+6,449
59
$11.5M 0.36%
159,768
+3,824
60
$11.4M 0.35%
246,268
+14,278
61
$11.3M 0.35%
21,722
+3,404
62
$11.3M 0.35%
187,482
+23,563
63
$11.3M 0.35%
+67,157
64
$11.1M 0.35%
147,300
-347
65
$11.1M 0.34%
201,820
-8,848
66
$11M 0.34%
19,226
+1,981
67
$10.7M 0.33%
136,144
-3,563
68
$10.7M 0.33%
115,308
-463
69
$10.4M 0.32%
30,300
+414
70
$10.2M 0.32%
199,343
-9,448
71
$9.87M 0.31%
41,077
+1,613
72
$9.87M 0.31%
31,216
-2,373
73
$9.7M 0.3%
9,201
+1,331
74
$9.67M 0.3%
83,895
-21,424
75
$9.42M 0.29%
169,164
+1,771
1 2
3
4 5