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
1001
$110K ﹤0.01%
4,994
1002
$110K ﹤0.01%
+13,478
1003
$109K ﹤0.01%
5,080
-10,217
1004
$109K ﹤0.01%
1,258
-98
1005
$108K ﹤0.01%
1,422
+266
1006
$108K ﹤0.01%
2,089
1007
$108K ﹤0.01%
2,731
1008
$107K ﹤0.01%
721
+261
1009
$107K ﹤0.01%
1,978
+4
1010
$107K ﹤0.01%
8,052
+51
1011
$107K ﹤0.01%
637
+256
1012
$106K ﹤0.01%
2,890
+1,389
1013
$106K ﹤0.01%
262
1014
$106K ﹤0.01%
+2,841
1015
$105K ﹤0.01%
312
-19
1016
$105K ﹤0.01%
7,311
+1
1017
$105K ﹤0.01%
1,227
-58
1018
$104K ﹤0.01%
+1,700
1019
$104K ﹤0.01%
+2,140
1020
$104K ﹤0.01%
9,000
1021
$104K ﹤0.01%
1,228
-17,394
1022
$103K ﹤0.01%
573
+1
1023
$103K ﹤0.01%
+11,057
1024
$103K ﹤0.01%
4,289
-373
1025
$103K ﹤0.01%
1,507
-27
39 40
41
42 43