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
176
$3.23M 0.1%
128,491
+2,613
177
$3.21M 0.1%
7,226
-11,293
178
$3.2M 0.1%
19,215
+181
179
$3.19M 0.1%
76,067
+75,655
180
$3.11M 0.1%
52,696
+431
181
$3.1M 0.1%
70,448
+1,593
182
$3.09M 0.1%
20,803
-970
183
$3.03M 0.09%
20,855
+1,857
184
$3M 0.09%
79,375
-657
185
$2.99M 0.09%
+106,765
186
$2.99M 0.09%
123,103
-3,495
187
$2.98M 0.09%
9,913
+1,851
188
$2.96M 0.09%
32,391
-512
189
$2.95M 0.09%
82,199
+5,248
190
$2.91M 0.09%
5,087
+179
191
$2.9M 0.09%
33,239
-12,840
192
$2.89M 0.09%
18,984
-8,166
193
$2.88M 0.09%
28,740
+304
194
$2.88M 0.09%
14,926
+3,462
195
$2.88M 0.09%
81,587
+36,715
196
$2.86M 0.09%
15,069
+15
197
$2.86M 0.09%
+111,990
198
$2.84M 0.09%
12,626
+4,022
199
$2.83M 0.09%
80,584
+39,429
200
$2.83M 0.09%
65,958
+32,172
6 7
8
9 10