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
926
$142K ﹤0.01%
5,187
+18
927
$142K ﹤0.01%
14,000
928
$141K ﹤0.01%
1,755
-2,078
929
$140K ﹤0.01%
+7,674
930
$140K ﹤0.01%
2,216
+996
931
$139K ﹤0.01%
3,103
+38
932
$138K ﹤0.01%
1,385
+981
933
$137K ﹤0.01%
+9,763
934
$137K ﹤0.01%
1,295
+946
935
$136K ﹤0.01%
1,102
936
$135K ﹤0.01%
1,193
+7
937
$135K ﹤0.01%
643
+112
938
$134K ﹤0.01%
268
+68
939
$134K ﹤0.01%
2,808
-1,113
940
$133K ﹤0.01%
1,219
941
$133K ﹤0.01%
1,961
+700
942
$132K ﹤0.01%
860
+710
943
$132K ﹤0.01%
+4,338
944
$132K ﹤0.01%
2,848
-10,967
945
$132K ﹤0.01%
853
-314
946
$131K ﹤0.01%
4,658
-2,032
947
$131K ﹤0.01%
639
-5,963
948
$130K ﹤0.01%
4,400
949
$129K ﹤0.01%
12,329
950
$129K ﹤0.01%
1,313
-19
36 37
38
39 40