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
1926
$7.54K ﹤0.01%
116
+2
1927
$7.53K ﹤0.01%
240
+125
1928
$7.5K ﹤0.01%
202
1929
$7.46K ﹤0.01%
517
1930
$7.38K ﹤0.01%
299
1931
$7.38K ﹤0.01%
87
-2
1932
$7.31K ﹤0.01%
840
1933
$7.3K ﹤0.01%
79
1934
$7.29K ﹤0.01%
30
1935
$7.28K ﹤0.01%
153
1936
$7.27K ﹤0.01%
44
-100
1937
$7.25K ﹤0.01%
308
-1
1938
$7.24K ﹤0.01%
171
1939
$7.24K ﹤0.01%
+1,040
1940
$7.22K ﹤0.01%
100
1941
$7.2K ﹤0.01%
106
+1
1942
$7.17K ﹤0.01%
141
1943
$7.16K ﹤0.01%
100
-100
1944
$7.14K ﹤0.01%
+339
1945
$7.12K ﹤0.01%
553
+45
1946
$7.11K ﹤0.01%
116
1947
$7.1K ﹤0.01%
94
1948
$7.08K ﹤0.01%
+100
1949
$7.08K ﹤0.01%
74
+21
1950
$7.07K ﹤0.01%
300
76 77
78
79 80