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
2001
$5.91K ﹤0.01%
1,352
+19
2002
$5.87K ﹤0.01%
1,000
2003
$5.85K ﹤0.01%
+31
2004
$5.83K ﹤0.01%
11
+4
2005
$5.8K ﹤0.01%
1,000
2006
$5.79K ﹤0.01%
245
2007
$5.79K ﹤0.01%
31
2008
$5.72K ﹤0.01%
200
2009
$5.64K ﹤0.01%
600
-1,000
2010
$5.64K ﹤0.01%
+119
2011
$5.63K ﹤0.01%
100
2012
$5.62K ﹤0.01%
100
2013
$5.6K ﹤0.01%
359
2014
$5.53K ﹤0.01%
42
+15
2015
$5.52K ﹤0.01%
74
-192
2016
$5.51K ﹤0.01%
40
2017
$5.5K ﹤0.01%
345
+16
2018
$5.46K ﹤0.01%
108
+2
2019
$5.44K ﹤0.01%
525
+125
2020
$5.43K ﹤0.01%
39
+9
2021
$5.43K ﹤0.01%
115
+15
2022
$5.42K ﹤0.01%
+400
2023
$5.41K ﹤0.01%
+480
2024
$5.38K ﹤0.01%
1,000
2025
$5.38K ﹤0.01%
343
+76
79 80
81
82 83