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
76
$9.38M 0.29%
109,477
+5,656
77
$9.37M 0.29%
+156,848
78
$9.16M 0.28%
85,993
-1,890
79
$9.15M 0.28%
37,777
+2,749
80
$9.06M 0.28%
85,212
+55,976
81
$8.82M 0.27%
55,310
+103
82
$8.54M 0.27%
24,264
+15,746
83
$8.53M 0.27%
41,548
-7,968
84
$8.48M 0.26%
130,317
+1,353
85
$8.07M 0.25%
73,063
+57,798
86
$7.88M 0.24%
+18,816
87
$7.79M 0.24%
18,982
+898
88
$7.77M 0.24%
3,904
-1,776
89
$7.74M 0.24%
12,285
+220
90
$7.68M 0.24%
281,106
-11,118
91
$7.5M 0.23%
124,396
+51,507
92
$7.45M 0.23%
18,504
-219
93
$7.36M 0.23%
97,372
+4,846
94
$7.34M 0.23%
24,431
-3,503
95
$7.07M 0.22%
5,575
+43
96
$7.03M 0.22%
88,905
-1,020
97
$6.95M 0.22%
45,214
+31,504
98
$6.88M 0.21%
119,674
+6,308
99
$6.84M 0.21%
98,432
+25,007
100
$6.79M 0.21%
23,429
+1,566
2 3
4
5 6