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
901
$150K ﹤0.01%
24,908
902
$150K ﹤0.01%
1,680
-2
903
$150K ﹤0.01%
2,546
+474
904
$150K ﹤0.01%
6,605
-669
905
$150K ﹤0.01%
4,550
906
$148K ﹤0.01%
44,540
907
$148K ﹤0.01%
9,708
908
$148K ﹤0.01%
+15,000
909
$148K ﹤0.01%
622
+319
910
$148K ﹤0.01%
6,645
911
$147K ﹤0.01%
4,088
+240
912
$147K ﹤0.01%
4,366
-380
913
$147K ﹤0.01%
+639
914
$147K ﹤0.01%
4,297
-373
915
$146K ﹤0.01%
3,377
916
$146K ﹤0.01%
+10,000
917
$146K ﹤0.01%
2,981
+6
918
$145K ﹤0.01%
+6,050
919
$145K ﹤0.01%
2,769
-34
920
$144K ﹤0.01%
733
+220
921
$144K ﹤0.01%
3,018
-249
922
$143K ﹤0.01%
9,500
-360
923
$143K ﹤0.01%
577
+10
924
$143K ﹤0.01%
5,365
-783
925
$143K ﹤0.01%
775
+29
35 36
37
38 39