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
776
$235K 0.01%
5,395
+1
777
$235K 0.01%
1,880
778
$232K 0.01%
+9,405
779
$232K 0.01%
1,242
+190
780
$231K 0.01%
4,029
+965
781
$230K 0.01%
3,101
-930
782
$230K 0.01%
12,406
+2,184
783
$229K 0.01%
13,478
+10,746
784
$228K 0.01%
1,875
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785
$228K 0.01%
12,800
-3,288
786
$227K 0.01%
+3,043
787
$224K 0.01%
1,967
-33,485
788
$224K 0.01%
10,727
-42,782
789
$224K 0.01%
1,843
790
$223K 0.01%
4,188
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791
$222K 0.01%
49,212
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792
$221K 0.01%
7,186
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793
$219K 0.01%
1,735
+248
794
$219K 0.01%
4,477
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795
$218K 0.01%
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796
$217K 0.01%
6,838
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797
$216K 0.01%
840
+464
798
$216K 0.01%
17,752
+453
799
$214K 0.01%
+4,030
800
$213K 0.01%
3,997
-3,031
30 31
32
33 34