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
726
$279K 0.01%
+2,744
727
$278K 0.01%
6,492
728
$278K 0.01%
2,669
-135
729
$278K 0.01%
22,214
-674
730
$276K 0.01%
3,260
-257
731
$274K 0.01%
2,320
+481
732
$273K 0.01%
5,429
-187
733
$271K 0.01%
2,823
-111
734
$271K 0.01%
2,849
-657
735
$270K 0.01%
1,954
736
$270K 0.01%
+8,632
737
$267K 0.01%
+73,844
738
$265K 0.01%
+8,691
739
$264K 0.01%
10,117
+2,170
740
$263K 0.01%
627
+594
741
$262K 0.01%
+14,612
742
$260K 0.01%
2,118
+117
743
$258K 0.01%
5,062
744
$256K 0.01%
1,828
+33
745
$256K 0.01%
3,285
+11
746
$255K 0.01%
2,831
+2,741
747
$254K 0.01%
+3,700
748
$254K 0.01%
+2,800
749
$254K 0.01%
2,145
-40
750
$254K 0.01%
3,199
+2,494
28 29
30
31 32