SWM
Spire Wealth Management Portfolio holdings
AUM
$2.99B
1-Year Est. Return
23.47%
This Fund
S&P 500
1 Year Est. Return
+23.47%
AUM
$3.22B
AUM Growth
+$254M
(+8.6%)
Holding
2,550
Top Buys
| 1 | +$21.1M | |
| 2 | +$17.8M | |
| 3 | +$13.1M | |
| 4 |
Procter & Gamble
PG
|
+$11.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$10.7M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$14.3M | |
| 3 | +$6.87M | |
| 4 |
Cintas
CTAS
|
+$6.64M |
| 5 |
Adobe
ADBE
|
+$5.59M |
Sector Composition
| 1 | Technology | 16.66% |
| 2 | Financials | 5.54% |
| 3 | Consumer Discretionary | 5.52% |
| 4 | Communication Services | 4.59% |
| 5 | Healthcare | 3.84% |