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
1026
$102K ﹤0.01%
+288
1027
$102K ﹤0.01%
1,263
1028
$102K ﹤0.01%
453
+21
1029
$102K ﹤0.01%
1,772
-750
1030
$101K ﹤0.01%
403
-349
1031
$101K ﹤0.01%
+2,700
1032
$101K ﹤0.01%
+24,051
1033
$101K ﹤0.01%
8,300
1034
$100K ﹤0.01%
270
-222
1035
$99.9K ﹤0.01%
1,486
+155
1036
$99.2K ﹤0.01%
6,391
+17
1037
$99.2K ﹤0.01%
1,000
1038
$99K ﹤0.01%
1,102
+2
1039
$98.2K ﹤0.01%
6,500
1040
$98K ﹤0.01%
2,004
1041
$96.9K ﹤0.01%
1,691
1042
$96.7K ﹤0.01%
10,565
-1,191
1043
$96.5K ﹤0.01%
+3,243
1044
$96.4K ﹤0.01%
8,895
+265
1045
$96.2K ﹤0.01%
1,000
1046
$96.2K ﹤0.01%
+3,432
1047
$96.1K ﹤0.01%
1,901
-442
1048
$95.5K ﹤0.01%
1,650
-10
1049
$95.2K ﹤0.01%
2,996
-125
1050
$95.2K ﹤0.01%
+4,457
40 41
42
43 44