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
951
$129K ﹤0.01%
413
-60
952
$129K ﹤0.01%
11,892
+43
953
$128K ﹤0.01%
4,160
+419
954
$128K ﹤0.01%
958
+566
955
$128K ﹤0.01%
19,075
+735
956
$127K ﹤0.01%
300
+200
957
$127K ﹤0.01%
8,282
958
$125K ﹤0.01%
3,923
-28
959
$125K ﹤0.01%
+1,015
960
$125K ﹤0.01%
+530
961
$124K ﹤0.01%
3,788
+20
962
$124K ﹤0.01%
2,990
963
$124K ﹤0.01%
+4,831
964
$124K ﹤0.01%
1,068
965
$123K ﹤0.01%
+5,892
966
$123K ﹤0.01%
+654
967
$123K ﹤0.01%
411
+7
968
$122K ﹤0.01%
4,084
+70
969
$122K ﹤0.01%
1,600
-161
970
$122K ﹤0.01%
5,745
+870
971
$121K ﹤0.01%
2,611
-63
972
$120K ﹤0.01%
842
+775
973
$120K ﹤0.01%
3,343
-353
974
$120K ﹤0.01%
700
975
$120K ﹤0.01%
1,299
+392
37 38
39
40 41