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
2026
$5.37K ﹤0.01%
+165
2027
$5.36K ﹤0.01%
86
2028
$5.32K ﹤0.01%
260
+2
2029
$5.29K ﹤0.01%
100
2030
$5.28K ﹤0.01%
200
-500
2031
$5.28K ﹤0.01%
140
-501
2032
$5.28K ﹤0.01%
106
2033
$5.26K ﹤0.01%
285
2034
$5.23K ﹤0.01%
6
2035
$5.22K ﹤0.01%
1,454
2036
$5.16K ﹤0.01%
118
+105
2037
$5.15K ﹤0.01%
31
-225
2038
$5.15K ﹤0.01%
+30
2039
$5.12K ﹤0.01%
170
-745
2040
$5.11K ﹤0.01%
154
+54
2041
$5.04K ﹤0.01%
+214
2042
$5.03K ﹤0.01%
212
+12
2043
$4.99K ﹤0.01%
218
+45
2044
$4.95K ﹤0.01%
330
2045
$4.92K ﹤0.01%
249
2046
$4.88K ﹤0.01%
+54
2047
$4.87K ﹤0.01%
198
+5
2048
$4.83K ﹤0.01%
65
2049
$4.8K ﹤0.01%
91
2050
$4.8K ﹤0.01%
167
+2
80 81
82
83 84