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
801
$212K 0.01%
1,042
-1,912
802
$212K 0.01%
11,625
+2,025
803
$211K 0.01%
2,417
-54
804
$211K 0.01%
2,991
+2,983
805
$210K 0.01%
2,430
+129
806
$209K 0.01%
+1,451
807
$209K 0.01%
5,192
+614
808
$208K 0.01%
1,573
-13
809
$207K 0.01%
2,500
+2,100
810
$207K 0.01%
24,800
-4,500
811
$205K 0.01%
36,770
+453
812
$205K 0.01%
17,547
+1,640
813
$203K 0.01%
1,096
+399
814
$203K 0.01%
+11,450
815
$203K 0.01%
1,226
+3
816
$202K 0.01%
2,192
-4,983
817
$201K 0.01%
3,330
+417
818
$201K 0.01%
+8,027
819
$201K 0.01%
6,783
-1,068
820
$199K 0.01%
708
-4,045
821
$199K 0.01%
10,500
822
$198K 0.01%
24,500
823
$196K 0.01%
943
-171
824
$195K 0.01%
8,576
-817
825
$195K 0.01%
539
+533
31 32
33
34 35