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
126
$5.15M 0.16%
150,064
-5,067
127
$5.04M 0.16%
28,598
-269
128
$5.04M 0.16%
8,473
+8,271
129
$4.97M 0.15%
23,112
+21,656
130
$4.79M 0.15%
14,333
-4,280
131
$4.78M 0.15%
29,519
+39
132
$4.74M 0.15%
27,031
+1,493
133
$4.69M 0.15%
12,917
-3,261
134
$4.68M 0.15%
143,468
+140,181
135
$4.5M 0.14%
20,063
+3,297
136
$4.5M 0.14%
12,183
+1,376
137
$4.49M 0.14%
25,273
-1,474
138
$4.48M 0.14%
+54,958
139
$4.48M 0.14%
18,160
+2,152
140
$4.48M 0.14%
26,080
+20,615
141
$4.33M 0.13%
43,504
-15,210
142
$4.28M 0.13%
88,357
+6,121
143
$4.27M 0.13%
+147,347
144
$4.15M 0.13%
53,762
-134
145
$4.14M 0.13%
101,812
+2,677
146
$4.03M 0.13%
24,754
-22,529
147
$4.01M 0.12%
21,681
-309
148
$4M 0.12%
115,192
-926
149
$3.95M 0.12%
35,863
+1,012
150
$3.91M 0.12%
114,521
+5,306
4 5
6
7 8