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
1976
$6.57K ﹤0.01%
92
1977
$6.51K ﹤0.01%
+900
1978
$6.47K ﹤0.01%
189
1979
$6.46K ﹤0.01%
188
+4
1980
$6.45K ﹤0.01%
569
+10
1981
$6.42K ﹤0.01%
600
1982
$6.33K ﹤0.01%
500
1983
$6.32K ﹤0.01%
+182
1984
$6.32K ﹤0.01%
4,753
1985
$6.3K ﹤0.01%
95
+25
1986
$6.23K ﹤0.01%
1,132
1987
$6.2K ﹤0.01%
300
1988
$6.14K ﹤0.01%
+195
1989
$6.14K ﹤0.01%
208
1990
$6.12K ﹤0.01%
161
1991
$6.12K ﹤0.01%
100
1992
$6.1K ﹤0.01%
57
1993
$6.09K ﹤0.01%
59
+24
1994
$6.08K ﹤0.01%
+25
1995
$6.07K ﹤0.01%
241
+1
1996
$6.07K ﹤0.01%
+487
1997
$6.03K ﹤0.01%
199
1998
$6.01K ﹤0.01%
194
+1
1999
$5.99K ﹤0.01%
+249
2000
$5.96K ﹤0.01%
86
78 79
80
81 82