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
151
$3.86M 0.12%
42,746
-2,514
152
$3.85M 0.12%
19,474
+1,131
153
$3.82M 0.12%
13,184
-2,946
154
$3.79M 0.12%
35,975
+682
155
$3.74M 0.12%
50,021
+2,733
156
$3.63M 0.11%
102,261
+2,875
157
$3.63M 0.11%
32,569
+156
158
$3.59M 0.11%
35,239
-608
159
$3.53M 0.11%
10,624
+48
160
$3.49M 0.11%
+28,914
161
$3.46M 0.11%
164,117
+26,320
162
$3.45M 0.11%
16,032
-5,559
163
$3.43M 0.11%
17,291
-113
164
$3.42M 0.11%
11,789
-7,236
165
$3.4M 0.11%
67,845
+1,266
166
$3.4M 0.11%
62,816
-1,209
167
$3.4M 0.11%
38,419
-623
168
$3.38M 0.11%
+27,050
169
$3.35M 0.1%
5,333
+795
170
$3.32M 0.1%
22,958
-1,798
171
$3.31M 0.1%
19,601
-3,126
172
$3.29M 0.1%
36,091
+3,667
173
$3.28M 0.1%
47,596
+2,244
174
$3.25M 0.1%
+57,653
175
$3.25M 0.1%
63,331
+1,149
5 6
7
8 9