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
976
$120K ﹤0.01%
2,065
+1
977
$119K ﹤0.01%
2,825
+24
978
$119K ﹤0.01%
6,562
979
$118K ﹤0.01%
1,951
+12
980
$117K ﹤0.01%
5,980
+270
981
$117K ﹤0.01%
1,143
982
$116K ﹤0.01%
966
+11
983
$116K ﹤0.01%
1,800
-160
984
$116K ﹤0.01%
+3,036
985
$116K ﹤0.01%
528
+27
986
$115K ﹤0.01%
+2,864
987
$114K ﹤0.01%
315
+10
988
$113K ﹤0.01%
2,075
989
$113K ﹤0.01%
23,268
-369
990
$113K ﹤0.01%
158
+13
991
$112K ﹤0.01%
2,165
+70
992
$112K ﹤0.01%
2,055
993
$112K ﹤0.01%
3,075
994
$112K ﹤0.01%
+3,650
995
$112K ﹤0.01%
11,654
+310
996
$111K ﹤0.01%
1,377
+494
997
$111K ﹤0.01%
2,876
+500
998
$111K ﹤0.01%
12,732
-636
999
$111K ﹤0.01%
+3,135
1000
$111K ﹤0.01%
2,175
-250
38 39
40
41 42