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
851
$180K 0.01%
3,794
852
$180K 0.01%
1,213
-98
853
$179K 0.01%
6,899
854
$178K 0.01%
1,634
+1,176
855
$178K 0.01%
2,005
-296
856
$177K 0.01%
4,360
+14
857
$177K 0.01%
3,479
-52
858
$177K 0.01%
3,214
+3,199
859
$176K 0.01%
3,248
-392
860
$176K 0.01%
3,599
+370
861
$175K 0.01%
2,353
+16
862
$175K 0.01%
928
+129
863
$175K 0.01%
946
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864
$173K 0.01%
1,900
865
$172K 0.01%
1,139
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866
$172K 0.01%
5,419
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$171K 0.01%
11,000
868
$169K 0.01%
5,024
-1,638
869
$169K 0.01%
1,825
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870
$169K 0.01%
10,295
-82
871
$169K 0.01%
2,168
872
$167K 0.01%
3,389
-1,101
873
$167K 0.01%
453
-229
874
$166K 0.01%
+4,205
875
$166K 0.01%
1,675
-9
33 34
35
36 37