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
826
$195K 0.01%
3,567
+2,044
827
$195K 0.01%
3,017
+2,867
828
$194K 0.01%
+4,951
829
$194K 0.01%
1,674
+201
830
$194K 0.01%
5,000
831
$194K 0.01%
7,141
+132
832
$193K 0.01%
+7,000
833
$192K 0.01%
3,340
+521
834
$191K 0.01%
7,701
835
$191K 0.01%
462
-3,046
836
$191K 0.01%
3,485
+1,546
837
$189K 0.01%
+2,051
838
$188K 0.01%
2,390
+2,090
839
$188K 0.01%
5,180
+164
840
$186K 0.01%
4,206
+821
841
$186K 0.01%
3,273
+1,776
842
$186K 0.01%
18,744
-17,330
843
$185K 0.01%
16,258
844
$185K 0.01%
4,906
+15
845
$185K 0.01%
2,003
+33
846
$184K 0.01%
1,837
-46
847
$184K 0.01%
+15,000
848
$183K 0.01%
2,793
+2,200
849
$182K 0.01%
4,771
+201
850
$180K 0.01%
3,777
32 33
34
35 36