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
201
$2.82M 0.09%
23,835
+5,733
202
$2.82M 0.09%
11,756
+3,492
203
$2.78M 0.09%
127,812
+23,728
204
$2.75M 0.09%
12,493
-776
205
$2.73M 0.08%
+89,656
206
$2.72M 0.08%
4
207
$2.7M 0.08%
66,610
-866
208
$2.64M 0.08%
22,459
+109
209
$2.64M 0.08%
43,103
+41,434
210
$2.63M 0.08%
39,743
+5,471
211
$2.6M 0.08%
33,797
+8,438
212
$2.6M 0.08%
22,989
-889
213
$2.55M 0.08%
107,369
+520
214
$2.54M 0.08%
42,989
+16,987
215
$2.51M 0.08%
4,190
+1,153
216
$2.51M 0.08%
102,316
+1,068
217
$2.51M 0.08%
67,453
+23,947
218
$2.47M 0.08%
5,218
+5,132
219
$2.47M 0.08%
10,800
+1,100
220
$2.47M 0.08%
27,815
-974
221
$2.45M 0.08%
10,129
+897
222
$2.43M 0.08%
59,019
-3,005
223
$2.42M 0.08%
42,137
+3,275
224
$2.4M 0.07%
90,416
+4,552
225
$2.4M 0.07%
26,355
+42
7 8
9
10 11