SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
+3.01%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.22B
AUM Growth
+$254M
(+8.6%)
Cap. Flow
+$221M
Cap. Flow
% of AUM
6.85%
Top 10 Holdings %
Top 10 Hldgs %
27.04%
Holding
2,550
New
394
Increased
814
Reduced
608
Closed
110
Top Buys
| 1 |
ProShares UltraPro Dow 30
UDOW
|
$19.8M |
| 2 |
UnitedHealth
UNH
|
$15.9M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$12.6M |
| 4 |
Procter & Gamble
PG
|
$11.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$10.6M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.7M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$14.3M |
| 3 |
Fortinet
FTNT
|
$6.87M |
| 4 |
Cintas
CTAS
|
$5.77M |
| 5 |
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% |
