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
101
$6.76M 0.21%
117,859
-470
102
$6.73M 0.21%
+188,215
103
$6.63M 0.21%
89,650
+1,355
104
$6.56M 0.2%
+86,223
105
$6.56M 0.2%
145,041
-7,975
106
$6.53M 0.2%
14,040
+270
107
$6.43M 0.2%
146,011
+3,304
108
$6.32M 0.2%
+129,914
109
$6.1M 0.19%
27,590
+283
110
$6.04M 0.19%
30,837
+2,614
111
$6.04M 0.19%
41,692
+11,448
112
$6.02M 0.19%
114,791
+4,787
113
$5.98M 0.19%
64,081
-4,141
114
$5.97M 0.19%
12,911
+12,164
115
$5.93M 0.18%
13,936
+6,485
116
$5.79M 0.18%
58,044
-705
117
$5.71M 0.18%
75,404
+1,448
118
$5.56M 0.17%
11,450
+604
119
$5.56M 0.17%
60,032
-575
120
$5.54M 0.17%
137,736
-6,001
121
$5.47M 0.17%
38,290
-2,305
122
$5.44M 0.17%
61,923
+3,875
123
$5.33M 0.17%
30,914
-87
124
$5.18M 0.16%
63,152
-997
125
$5.18M 0.16%
87,530
+3,387
3 4
5
6 7