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
751
$253K 0.01%
1,403
+1,400
752
$253K 0.01%
8,820
-123
753
$252K 0.01%
5,526
-38
754
$252K 0.01%
2,586
+13
755
$251K 0.01%
5,248
-2,116
756
$251K 0.01%
14,373
-8,435
757
$251K 0.01%
7,276
+5,216
758
$250K 0.01%
+3,201
759
$250K 0.01%
5,208
760
$250K 0.01%
5,984
-655
761
$249K 0.01%
4,937
-4
762
$249K 0.01%
5,765
+597
763
$248K 0.01%
2,317
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764
$245K 0.01%
3,199
-805
765
$245K 0.01%
2,703
-649
766
$244K 0.01%
7,502
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767
$243K 0.01%
5,048
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768
$243K 0.01%
+8,949
769
$242K 0.01%
694
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770
$241K 0.01%
+10,221
771
$241K 0.01%
5,998
-2,298
772
$238K 0.01%
4,396
+106
773
$237K 0.01%
9,916
-1,272
774
$237K 0.01%
+6,316
775
$236K 0.01%
4,595
-855
29 30
31
32 33